Centra danych idą jak woda
Nabywcy nie żałują pieniędzy na data center. Wartość transakcji podwoiła się.

W 2018 r. zawarto na świecie 68 transakcji przejęć centrów danych o wartości blisko 16 mld dol. – według Synergy Research. Największy zakup dotyczył 25 proc udziałów w Global Switch, za którą grupa azjatyckich inwestorów zapłaciła 2,1 mld dol. Cztery umowy opiewały na 1 mld dol. lub więcej. Wartość 18 kontraktów plasowało się w przedziale 100 – 1 mld dol., a 45 – do 100 mln dol.
W sumie w latach 2017 – 2018 nabywcy wydali na data center dwa razy więcej niż w czasie dwóch poprzednich lat. W okresie 2015 – 2018 największymi inwestorami byli Equinix i Digital Realty, którzy w sumie przeznaczyli prawie 23 mld dol. na zakupy centrów danych.
"Jest wyraźna tendencja, że przedsiębiorstwa nie chcą posiadać własnych centrów danych lub zarządzać nimi, bo szefowie IT koncentrują się bardziej na funkcjach i usługach, które mogą zapewnić swoim klientom wewnętrznym, a mniej na złożoności centrów danych" – twierdzi John Dinsdale, główny analityk i dyrektor ds. badań w Synergy Research.
Jego zdaniem przedsiębiorstwa coraz częściej szukają różnych opcji outsourcingu, co zachęca operatorów centrów danych do zwiększenia skali i zasięgu działania. Często dzieje się to poprzez przejęcia.
Synergy spodziewa się, że w ciągu następnych 5 lat liczba transakcji obejmujących data center będzie jeszcze większa.
Podobne aktualności
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„Nie widać końca boomu fuzji i przejęć centrów danych”
Centra danych potrzebują finansowania. Korzystają fundusze, które dokonują rekordowych przejęć.
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„Niektórzy klienci korporacyjni opóźniają zakupy w centrach danych”
Inwestycje w centra danych silnie wzrosły w tym roku, jednak głównie dzięki hiperskalerom i wyższym cenom sprzętu.