Greater than 70% of respondents imagine the provision chain is struggling to maintain tempo, and 53% concern that the sector will likely be unable to satisfy capability calls for.
RLB’s annual Information Centre Tendencies report, primarily based on insights from 535 stakeholders throughout information centre operators and contractors within the UK and Europe, signifies that whereas fewer respondents see provide chain dangers growing in comparison with final yr, costs proceed to climb and the chasm between demand and provide is widening.
Key Findings embrace:
Capability Surging
• Commissioned capability has surged by practically 300% since 2023 with operators averaging 47MW every this yr.
• 63% agree that the inflow of personal fairness funding is intensifying demand for information centre supplies and infrastructure.
Development of the Retrofit Market
• The marketplace for information centre retrofits is increasing, with 66% of respondents planning to retrofit a minimum of 1 / 4 of their estates within the subsequent 5 years.
Rising Demand for Energy
• AI is driving hovering demand for power, energy density and liquid cooling.
• 73% of respondents say energy density necessities from information centre occupants are growing.
• 73% of these surveyed anticipate that small modular reactors (SMRs) will develop into a widespread energy supply for information centres in Europe within the subsequent 15 years.
• By 2030, operators count on 61% of their estates to be liquid cooled.
Escalating Value Pressures
Respondents estimated value will increase throughout key areas will rise +5% YOY, together with:
– 3.0% uninterruptable energy provide
– 2.8% battery power storage programs
– 2.2% turbines.
Mitigating Provide Chain Dangers
With the necessity for proactive planning and early provider engagement, it’s no shock that:
• – 44% of operators and contractors are leveraging know-how to trace suppliers and belongings
• – Solely, 32% have applied risk-sharing clauses of their contracts.
• – Nevertheless, solely 21% have broadened their provide base and below 1 in 5 (19%) of respondents have adopted vendor managed stock agreements.
Nikki Venetsanakis, RLB’s Head of Superior Tech feedback, “With demand rising sooner than anticipated, delivering initiatives on time and inside price range requires a strategic, proactive planning method. Innovation and collaboration – significantly by way of early provider engagement – will likely be key to make sure scalable, sustainable infrastructure for the longer term.”