The Corona crisis poses an immense challenge for large parts of the economy: The automotive industry stops production. The tourism industry comes to a standstill. Exhibition builders are faced with great challenges for their future.
Not so the Data Centre industry. While the DAX crashed from mid-February until mid-March and has gradually recovered since then, the shares of Amazon, Netflix and Microsoft are experiencing a record high.
This is accompanied by an increase in the digitisation requirements of companies. Industry 4.0, Logistics 4.0, IoT, IIoT and autonomous driving, and the associated technologies such as 5G and WiFi.
In order to take into account the gigantic data flows, professional data centre operators are investing intensively in the building of a new data centre. A new data centre park, which upon completion will be the largest in Europe, is currently being built in Frankfurt.
Data centers – as well as the logistics sector – will emerge from the crisis as winners. The investment costs are high, the revenues accordingly. ROI of 12 % and higher are not uncommon. Data centres have therefore been a popular method of investing funds. Developers are increasingly becoming involved in the data centre sector, realising that this is a new asset class!
Speakers: Andreas Ahrens, Mathias Franke, Peter Junker, Heinrich Schmidt
Moderation: Andreas Ahrens