This podcast episode highlights the rise of data centers in Europe, driven by factors such as cloud computing, AI, and data sovereignty. The expected growth in this industry is underestimated, but it is facing some challenges, particularly in terms of energy, capital, planning, and regulation. By addressing these areas through investments in renewable energy and fostering growth in key markets like FLAP D (Frankfurt, London, Amsterdam, Paris, and Dublin), Europe can capitalize on the expansion of data centers within its borders. Key beneficiaries include companies involved in data center infrastructure (picks and shovels), hyperscalers, co-locators, and investors in the space.
