Summary
European markets have been among the first to face power and regulatory challenges in the datacenter industry. The rise of AI has driven unprecedented demand for datacenter space, with AI datacenters requiring higher power density than traditional ones. As a result, power availability now dictates where datacenter developments land in the region, pushing providers to explore new locations. Meanwhile, local governments and the EU are updating regulations to support data sovereignty and sustainability.
Join S&P Global analysts for a panel discussion on the current and future state of the datacenter industry:
- How does artificial intelligence differ from past tech disruptors, and how is it influencing datacenter investments in Europe?
- What are the Power Constraints and Renewable Energy Outlook in Europe?
- Can new markets enhance their infrastructure to support the surge in expansion activities?
- How might regulatory hurdles impact AI and datacenter providers?
Speakers
S&P Global Market Intelligence
Alexander Johnston
Senior Research Analyst, 451 Research
Alex Johnston is a research analyst on the 451 Research Data, AI & Analytics team at S&P Global Market Intelligence.
S&P Global Market Intelligence
Pedro Schweizer
Research Analyst, Datacenter Services & Infrastructure
Moderator
S&P Global Market Intelligence
Dan Thompson
Principal Research Analyst, Datacenter Services & Infrastructure, 451 Research
Dan Thompson is a principal research analyst in the 451 Research technology research group within S&P Global Market Intelligence. He leads the Datacenter Services and Infrastructure team, which is charged with keeping tabs on the datacenter industry globally to better understand its trends and growth areas.