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1、REPORTOCTOBER 2023Thought LeadershipThe impactof the AI Boomon the EuropeanData Centre Market2 2023 CBRE,INC.The Impact of the AI Boom on the European Data Centre MarketThe rising number of internet users and the wide-scale digital transformation of businesses is fuelling demand for data centre infr
2、astructure.The proliferation of connected devices and the exponential growth of data this generates,means that enterprises now require scalable,secure data storage and compute solutions.Accelerating digitisation has also become a key strategy for businesses in the drive for efficiency and to increas
3、e competitiveness.The pandemic further expedited this process,forcing businesses to adapt and embrace digital technologies to persevere.By leveraging new technology,companies can streamline their operations,automate processes and dramatically improve productivity.Greater digitisation also enables bu
4、sinesses to improve customer engagement through personalised experiences and convenient online services.The recent advancement of Artificial Intelligence(AI)applications is driving even greater dependence on data centre infrastructure,and businesses are forecasting the need for more capacity to meet
5、 the demands of AI,especially High-Performance Computing(HPC).Introduction3 2023 CBRE,INC.The Impact of the AI Boom on the European Data Centre MarketIn recent years,there has been a noticeable decline in the popularity of on-premise data centres.These traditional facilities,which are owned and oper
6、ated by businesses themselves,are becoming increasingly inefficient and outdated in todays rapidly evolving technology landscape.As a result,many organisations are opting for alternative solutions such as colocation facilities and cloud computing services.The shift to cloud computing has been a pion
7、eering trend in recent years,driven by the need for greater flexibility and reduced capital expense.The cloud-first approach,once an innovative differentiator,is now becoming the norm across businesses.Cloud computing provides the flexibility to quickly adapt to changing business environments,the ab
8、ility to scale resources according to demand,and allows enterprises to maintain efficient operations without unnecessary infrastructure expenditure.The evolving data centre landscape4 2023 CBRE,INC.The Impact of the AI Boom on the European Data Centre MarketThe rise of ESGImproving enterprise data c
9、entres for Environmental,Social,and Governance(ESG)performance is a key priority in todays business landscape.With the increasing emphasis on sustainability,organisations are required to align their operational practices with ESG targets.Data centres,being significant energy consumers,are at the for
10、efront of this transformation.The first step towards improving ESG performance is to evaluate the existing condition of in-house data centres.Understanding the energy consumption,cooling methods,and waste generation provides essential insight when identifying areas to improve.In-house data centres o
11、ften lack the technological advancements and scale to implement effective ESG practices.So,many enterprises are shifting their focus to colocation and cloud-based capacity.Colocation and cloud computing allow businesses to expand their data centre requirements with minimum impact on their carbon foo
12、tprint.5 2023 CBRE,INC.The Impact of the AI Boom on the European Data Centre MarketAI models that are designed to generate original text and analysis,can be up to 100 times bigger than their predecessors.To respond to this surge in demand,specialised devices such as graphic chips,or Graphic Processi
13、ng Units(GPUs)are being widely utilised.But much of the underlying data centre infrastructure was not built for running such large and complex systems.Cloud infrastructure was created as a replacement for on-premise servers that could easily scale up and down with a pay-as-you-go pricing model.Today
14、s cloud footprint consists of servers designed to run multiple workloads simultaneously and uses general-purpose Central Processing Units(CPUs),whereas capacity that is optimised for AI uses GPUs.They are better for AI since they can handle many computations at once.Increasing momentumAlthough AI an
15、d Machine Learning(ML)have been on the horizon for many years,2023 has seen an unprecedented take-up of these technologies.Driven by natural language tools,the interest in and use of AI has become widespread.Colocation and cloud operators are responding to this boom,but their models have,to date,bee
16、n mainly focussed on the sharing of facility infrastructure(colocation)or compute and storage infrastructure(cloud).AI requires a different approach with the need to implement dedicated high-performance data centre capacity.This increase in computing power generates much more heat,making cooling a c
17、ritical concern for data centre operators.Efficient cooling solutions range from liquid cooling technologies to geographically strategic data centre placements.The AI boom will have a profound impact on data centre infrastructure,requiring high performance computing capability,scalable capacity,and
18、advanced cooling systems.The rapid boom of AI6 2023 CBRE,INC.The Impact of the AI Boom on the European Data Centre MarketAccess to Mechanical and Electrical(M&E)resources which may be in short supplyTo scale procurement of critical infrastructure equipmentTo operate and develop new capacity as susta
19、inably as possible,while also monitoring costWhat can colocation providers do?Their challenge is to create the optimal environment for the new compute and storage technology.Worldwide revenue for AI is forecast to be$154 billion in 2023,increasing to$300 billion in 2026.The to-do list is complex,but
20、 operators will want to respond quickly to this expanding market.They will need:The ability to handle high density technology with requirements at 30-100kW per rackExtremely high efficiency cooling technology,including liquid coolingThe ability to rapidly handle large-scale deployments of high-power
21、 equipmentAdditional power supply contracts and availability guaranteesCoping with power limitations Colocation vendors have a great opportunity to meet this wave of AI requirements“By 2030 AI will boost the economy in Northern Europe by 9.9%PWC research“7 2023 CBRE,INC.The Impact of the AI Boom on
22、the European Data Centre MarketSimilarly,in the UK,there has been press coverage on the significant power pressure data centres are exerting on property development.The industry and some politicians have responded by diverting excess heat to swimming pools and vertical farm projects.Still,national p
23、ower infrastructure in major markets is struggling to keep up,and recent spiralling energy costs are increasing the focus on consumption.In recent years,there has been considerable opposition building against the disproportionate power usage of data centres.By 2030,data centres are projected to acco
24、unt for 3.2%of electricity demand within the EU,and data centre consumption is now facing challenges from builders in the UK who are unable to secure supply for their new data centre developments.Ireland,and in particular Dublin,has been a key location for data centres,with many of the largest globa
25、l players attracted to the region by its low corporation tax and proximity to European markets.However,the power requirements for these new developments stand out in a country with a population of five million.This has led to media headlines of“Data centres gobble up 18%of Irelands electricity as co
26、untry struggles with climate targets”and“Data centres have become a point of political contention”Coping with power limitations8 2023 CBRE,INC.The Impact of the AI Boom on the European Data Centre MarketThe European data centre landscape is dominated by London,Frankfurt,Amsterdam,Paris,and Dublin.Bu
27、t increasingly,the Nordics are becoming attractive,primarily because of their low-cost power and sustainability credentials.The carbon impact of data centres is influenced by two key factors;can power be sourced locally and sustainably,and does the location lend itself to sustainable cooling?Both of
28、 these factors make the Nordics highly attractive for new capacity.There is an abundance of low-cost hydro power available,and the environment is inherently cold,meaning that there is little need to use additional power to cool the IT.How will this affect future data centre locations?Norways data ce
29、ntre capacity is expected to more than double by the end of 2026(467MW versus projected 208MW at the end of 2023)off the back of hyperscalerdemandCBRE Research,2023“9 2023 CBRE,INC.The Impact of the AI Boom on the European Data Centre MarketNordicSupply459MW+90%YoYNordic supply set to double this ye
30、arSweden and Norway,the two largest countries in the Nordic region.Stockholm76MW+4%YoY(2023F)Norway208MWLargest Nordic Market(2023F)Source:CBRE Research,202310 2023 CBRE,INC.The Impact of the AI Boom on the European Data Centre MarketConclusionThe AI boom is set to drive another wave of change and d
31、evelopment for European data infrastructure.Much of the new capacity will be absorbed by the hyperscale operators,but significant opportunities exist for colocation vendors to develop new purpose-built facilities.Sustainability will be increasingly important as the energy consumed by data centres be
32、comes more significant when compared with other domestic usage.Colocation operators that respond quickly to the new requirements of AI with sustainable solutions can expect a disproportionate level of success compared with those that are slow to recognise this growing market trend.The unique charact
33、eristics of the Nordics,mean that the location will be highly attractive for customers with large scale requirements.AI applications are presenting complex requirements for data centre operators.From massive scale to cooling challenges and latency sensitivity,choosing the right platform for these wo
34、rkloads is a critical decision.11 2023 CBRE,INC.The Impact of the AI Boom on the European Data Centre MarketWe work on behalf of global organisations to secure capacity for them,often bypassing lengthy RFP processes.We can secure the exact solution the client needs,at the site they want,with the bes
35、t possible price and the most advantageous contract terms.We have over 20 years experience operating specialist teams that provide data centre advisory services.The recent acceleration of AI services has resulted in a forecast lack of supply of suitable colocation space globally,specifically in the
36、1MW-5MW range.We have unique insight into current and future global availability,by market and by operator.Because of our unrivalled access to data on transacted deals,we know the benchmark price point across all regions.When considering potential locations for AI requirements,we can help clients se
37、lect options for real-time applications as well as non-latency sensitive workloads.We are experts at advising on AI-centric data centre solutions and can advise across a wide range of topics,from researching suitable operators,to migrating complex workloads to new AI-ready environments.We have compr
38、ehensive market data across Europe,for not only the FLAPD cities(Frankfurt,London,Amsterdam,Paris and Dublin),but also other strategically important regions.In recent years,as the Nordics have risen to prominence as an important data centre location,we have compiled extensive data on the capabilitie
39、s of all operators in the region.We forecast that Stockholms data centre capacity will almost double by 2026 to 136MW.Stockholm,Oslo and Copenhagen are now three of Europes 20 largest data centre markets.CBRE Data Centre SolutionsPricing benchmarkingSustainability credential assessmentAvailable capa
40、city overviewContracted power insightWe predict that the Nordics will account for 8%of allcolocation data centre supply in Europe by the end of2023,a year-on-year increase from 5%in 2022,with manylocations in the region set to benefit from increasedhyperscalerdemandCBRE Research 2023“From price poin
41、ts to sustainability credentials,available built capacity and contracted power,CBRE are the leading authority on data centres in the Nordics.Copyright 2023.All rights reserved.This report has been prepared in good faith,based on CBREs current anecdotal and evidence based views of the commercial real
42、 estate market.Although CBRE believes its views reflect market conditions on the date of this presentation,they are subject to significant uncertainties and contingencies,many of which are beyond CBREs control.In addition,many of CBREs views are opinion and/or projections based on CBREs subjective a
43、nalyses of current market circumstances.Other firms may have different opinions,projections and analyses,and actual market conditions in the future may cause CBREs current views to later be incorrect.CBRE has no obligation to update its views herein if its opinions,projections,analyses or market cir
44、cumstances later change.Nothing in this report should be construed as an indicator of the future performance of CBREs securities or of the performance of any other companys securities.You should not purchase or sell securitiesof CBRE or any other companybased on the views herein.CBRE disclaims all l
45、iability for securities purchased or sold based on information herein,and by viewing this report,you waive all claims against CBRE as well as against CBREs affiliates,officers,directors,employees,agents,advisers and representatives arising out of the accuracy,completeness,adequacy or your use of the
46、 information herein.ContactRob CooperDirector,Advisory&Transactions Data Centre SolutionsM+44(0)7802 Kevin RestivoHead of Data Centre Research&Transaction Services,EuropeData Centre SolutionsM+44(0)786 742 ContactsJussi NiemistHead of Research,NordicsM+358 40 537 Tasos VezyridisExecutive DirectorHead of Thought Leadership for Europe M+44(0)7342 079