0
Data Centre Trends
Information Age – Future of the Data Centre
                June 2010

      Tim Anker, Founder, The Co...
Agenda


1. Market Structure
2. Pricing
3. What others are saying
4. Our Perspective
5. Future Issues
Real Estate/Wholesale
Colocation Providers
MSPs
Market Structure


 Real Estate/Wholesale Providers – sell leases
   – Digital Realty, Sentrum, Infinity, Global Switch, ...
Pricing
Pricing
Pricing
Pricing – New Entrants
Agenda


1. Market Structure
2. Pricing
3. What others are saying
4. Our Perspective
5. Future Issues
The Analysts View

 BroadGroup Forecasts:
   – “DC space required in Europe will double by 2015, if not more”
 T1R: (Cor...
The Wholesale Agent’s View

 CBRE Q4 09 Survey:
   – Lowest recorded demand
     since 2003
   – Collapse in demand from
...
Agenda


1. Market Structure
2. Pricing
3. What others are saying
4. Our Perspective
5. Future Issues
Our Perspective
Our Perspective

 New capacity meeting technical requirements
 All big operators have capacity today and a pipeline for
...
Our Perspective

Colocation Decision Factors:
 Capacity
 Connectivity
 Location
 Service (people)
 Pricing


Pricing ...
Future Issues

 Market Structure – squeeze on larger colocation deals?
 Green – CRC – cost in the overall scheme of thin...
Data Centre Trends
Information Age – Future of the Data Centre
                June 2010

    Tim Anker, Founder, The Colo...
Upcoming SlideShare
Loading in...5
×

Data Centre Trends, fur 2010

408

Published on

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
408
On Slideshare
0
From Embeds
0
Number of Embeds
0
Actions
Shares
0
Downloads
15
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Transcript of "Data Centre Trends, fur 2010"

  1. 1. Data Centre Trends Information Age – Future of the Data Centre June 2010 Tim Anker, Founder, The Colocation Exchange
  2. 2. Agenda 1. Market Structure 2. Pricing 3. What others are saying 4. Our Perspective 5. Future Issues
  3. 3. Real Estate/Wholesale
  4. 4. Colocation Providers
  5. 5. MSPs
  6. 6. Market Structure  Real Estate/Wholesale Providers – sell leases – Digital Realty, Sentrum, Infinity, Global Switch, e-shelter, Galileo  Colocation Providers – service contracts – Telehouse, Telecity, Interxion, Equinix, Blue Square  MSPs – service contracts – Gyron, Dedipower, UK Solutions, Iomart, Node4, Network-i Boundaries between categories are very grey!
  7. 7. Pricing
  8. 8. Pricing
  9. 9. Pricing
  10. 10. Pricing – New Entrants
  11. 11. Agenda 1. Market Structure 2. Pricing 3. What others are saying 4. Our Perspective 5. Future Issues
  12. 12. The Analysts View  BroadGroup Forecasts: – “DC space required in Europe will double by 2015, if not more”  T1R: (Coresite S-11) – Global Internet data centre market forecast to grow from $9.2bn to $18.5bn by 2012 – By 2012 demand will outstrip new supply by 250% – Occupancy will rise to 96% from 73% y/e 09
  13. 13. The Wholesale Agent’s View  CBRE Q4 09 Survey: – Lowest recorded demand since 2003 – Collapse in demand from corporate sector from 87,000 sq m in 08 to only 9000m in 09 – So far this year not been a single wholesale deal in or around the London/M25 market – Emergence of “midi” market
  14. 14. Agenda 1. Market Structure 2. Pricing 3. What others are saying 4. Our Perspective 5. Future Issues
  15. 15. Our Perspective
  16. 16. Our Perspective  New capacity meeting technical requirements  All big operators have capacity today and a pipeline for near future  New entrants adding to this and a reasonable % of available space  Occupancy overall remains high  Amount of stock “at risk” is very low, especially compared with early 00’s  Pricing is stable
  17. 17. Our Perspective Colocation Decision Factors:  Capacity  Connectivity  Location  Service (people)  Pricing Pricing is 5th on our list of factors
  18. 18. Future Issues  Market Structure – squeeze on larger colocation deals?  Green – CRC – cost in the overall scheme of things, reporting concerns  M&A – more to come  Public Sector – consolidation costs  The one trillionth end point? - dynamic resource allocation
  19. 19. Data Centre Trends Information Age – Future of the Data Centre June 2010 Tim Anker, Founder, The Colocation Exchange Join me on
  1. A particular slide catching your eye?

    Clipping is a handy way to collect important slides you want to go back to later.

×