European Data Centre Market Update
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Gabriel Harris - Senior Director, CBRE Ltd – Data Centre Solutions Presentation from the Nordic Digital Business Summit 2016 www.NDBSevents.com
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European Data Centre Market Update
- 1. European Data Centre Market Update Gabriel Harris Senior Director – CBRE Data Centre Solutions
- 2. AGENDA Tier 1 European Data Centre Market Update Market Trends & Dynamics 1 2 3 4 5 The BREXIT Effect The Nordic Data Centre Market Context Conclusions
- 3. 3 CBRE DATA CENTRE SOLUTIONS TIER 1 EUROPEAN MARKET UPDATE ‘FLAP’ Market Update 19% 23%43% 15% European Colocation Supply, Major Markets Q2 2016 Amsterdam Frankfurt London Paris - 10,000 20,000 30,000 40,000 50,000 60,000 70,000 80,000 2011 2012 2013 2014 2015 2016 Q2 European Take-up: Major Markets, Annually Paris London Frankfurt Amsterdam Market Supply (MW) Frankfurt 194 London 371 Amsterdam 164 Paris 129 Total 858
- 4. 4 CBRE DATA CENTRE SOLUTIONS TIER 1 EUROPEAN MARKET UPDATE H1 - MARKET HIGHLIGHTS Take-Up • Q2 2016 was a record-breaking quarter in the major European markets • Highest quarterly take-up (35.5MW) - over double the 5-year average for quarterly take-up. • London also recorded the highest level of take-up for any single market on record with 15.8MW. • Paris Resurgence – Paris has seen more take-up in the first half of 2016 than it did in the entirety of 2014 and 2015 combined. • We have reached 55MW of take-up in the major markets. The 5-year average for annual take-up in 62MW and the highest ever recorded take-up (78MW in 2008) is under threat.
- 5. 5 CBRE DATA CENTRE SOLUTIONS TIER 1 EUROPEAN MARKET UPDATE H1 - MARKET HIGHLIGHTS Supply Total colocation supply across the four major markets is 858 MW. London represents 43% of total supply. Significant new facilities in 2016 – Interxion FRA 10, Gyron ‘Campus’ at Hemel Hempstead, Telehouse ‘North 2’ in London. 9 facilities changing hands across all four major markets as part of Digital Realty’s acquisition of the Equinix-Telecity divestment portfolio. Vacancy 136MW of available supply across the four major markets. The lowest level in 8 quarters - half of this availability if in London, whilst Paris has the least available space.
- 6. 6 CBRE DATA CENTRE SOLUTIONS Frankfurt Data protection Financial services Eastern gateway London Corporate HQs European powerhouse Abundant supply Amsterdam Connectivity Paris Domestic demand TIER 1 EUROPEAN MARKET UPDATE WHICH FLAP?
- 7. 7 CBRE DATA CENTRE SOLUTIONS TIER 1 EUROPEAN MARKET UPDATE Enterprise Factor Data Protection IT Infrastructure / Cloud DEMAND DRIVERS
- 8. 8 CBRE DATA CENTRE SOLUTIONS North America 2013 643 Exabytes 2018 2.1 Zettabytes CAGR 26% Western Europe 2013 311 Exabytes 2018 988 Exabytes CAGR 26% Asia Pacific 2013 489 Exabytes 2018 2.3 Zettabytes CAGR 37% Cloud Traffic Growth *Cisco Global Cloud Index: Forecast and Methodology 2013–2018 White Paper By 2018 the APAC region will see more cloud traffic than any other region, overtaking the US. The above figures are Cisco’s projections for cloud traffic growth, which are useful to show the emergence of the APAC region but we should be careful on the overall significance of this change in traffic. We expect data centre traffic to continue year-on-year in the APAC region, but at a steady pace. The symbiotic relationship between cloud providers and enterprises using the cloud is that they both meet in colo facilities. Enterprises using the cloud will typically want a private connection to the cloud and to have their choice of cloud provider through these carrier neutral data centre facilities. TIER 1 EUROPEAN MARKET UPDATE WHAT IS ALL THE HYPE ABOUT?
- 9. 9 CBRE DATA CENTRE SOLUTIONS A Changing Landscape Key New Facilities / Expansions Clustered areas Waves Of Demand Cloud service providers Traditional corporates Increased Commoditisation Convergence of Retail vs Wholesale Increasingly standardized offerings Pricing Consensus Pricing – consistent or hardening Strategic pricing TIER 1 EUROPEAN MARKET UPDATE MARKET TRENDS
- 10. 10 CBRE DATA CENTRE SOLUTIONS ‘The sector is at an all-time high for investment activity and this has driven prices to historically high levels. Notwithstanding this, high barriers to entry and the capital intensive nature of the business are keeping investors interested.’ - Andrew Jay, Head of Data Centre Solutions, CBRE TIER 1 EUROPEAN MARKET UPDATE M&A ACTIVITY OPERATOR OPERATOR OPERATOR OPERATOR INVESTOR OPERATOR CARRIER OPERATOR CARRIER MANAGED HOSTING
- 11. 11 CBRE DATA CENTRE SOLUTIONS Main Concerns • Period of uncertainty……… • London’s future as a global financial hub? • Finance and Corporate Sector Moves? • A change in other occupier location strategies? • Potential cost impact of new UK regulations? • Retaining talent - impact for data centre workers without British passport? • Data Protection Issues? • It’s just too early to tell. THE BREXIT EFFECT TIER 1 EUROPEAN MARKET UPDATE
- 12. 12 CBRE DATA CENTRE SOLUTIONS Hamina, Finland Nov 2013, “Google will invest a further €450 million in addition to the €350 million already spent on the Hamina facility in Finland.” “The site uses a high tech cooling system, utilising seawater from the Bay of Finland, which reduces energy usage.” THE NORDIC DATA CENTRE MARKET CONTEXT PUBLIC CLOUD – SELF BUILDS Lulea, Sweden “In northern Sweden 60 miles from Arctic Circle – natural cooling will 'chill' computers for eight months per year.” “The site requires120 MW of energy which is fully derived from hydropower.”
- 13. 13 CBRE DATA CENTRE SOLUTIONS THE NORDIC DATA CENTRE MARKET CONTEXT ‘Interoute opens new cloud zone in Stockholm’ ‘CloudFlare launches new data centers in Oslo and Minneapolis’ ‘Tieto signs deal with data centre operator Green Mountain’ ‘DigiPlex opens bond-funded data center in Norway’ ‘Digiplex’s New Stockholm Data Centre Signs New Carrier Connectivity Deals’ ‘EVRY and IBM Join Forces in the Cloud’ ‘Telia Sonera will build Finland’s largest shared data centre’
- 14. 14 CBRE DATA CENTRE SOLUTIONS THE NORDIC DATA CENTRE MARKET CONTEXT Source: World Economic Forum
- 15. 15 CBRE DATA CENTRE SOLUTIONS ‘Private’ Cloud Hosting & Managed Services ‘Public’ Cloud Global IT Infrastructure Latency/Connectivity Proximity to Customers Low Risk Location Power Cost Green Energy Tax Incentives THE NORDIC DATA CENTRE MARKET CONTEXT
- 16. 16 CBRE DATA CENTRE SOLUTIONS CONSLUSIONS • Record take up in core European markets. • Take-up heavily driven by demand from global IT infrastructure companies. • Growth in cloud computing is a dominant factor driving demand. • Brexit impact – really too early to tell. • The Nordic market hasn’t seen a continued uptake in the strong self build activity. • Market fundamentals are strong and continuing local and international activity.