investing in the business of the network with continuity

The digital system is often part of the puzzle when we talk about the potential of technology and the investment issue, and many investors are looking to this sub-sector at the mercy of investors. Glitzy technology and the search for the ‘unicorn’ to come. As a result, most investors are unaware of the importance of the digital system in our daily lives, but they do not know when to invest money to contribute or to integrate travel into the business. not zero.

The brain of the internet

Central to the day -to -day running of our digital lives are data servers. Data servers are like the web brain, where the world’s data is stored, including websites, videos and music. They are where the internet is and more and more websites are where a lot of data is uploaded, making them central to the operation of our modern world.

Many data centers have long -term agreements with credit partners, making data centers an interesting player for equity investors, given the current macroeconomic nature. There are a number of measures to prevent inflation in contracts, through fixed annual increases or CPI/RPI links, which make the perception of these assets a smart move for investors. investors looking to prove their cap against a market of declining returns.

Focusing on the continuity of the business

The United Nation’s Sustainable Development Goal 9 focuses on building sustainable systems, promoting inclusive employment and maintaining and developing new data centers to support this by improving to connect and, by building on critical data sets such as cancer testing or climate change research, to improve community improvement for many around . the earth. However, some investors are worried about the impact on the environment, they give the world 2% of electricity and 2% of CO2 emissions. This is set to be even worse in the years to come, as the data center continues to expand each year to meet growing demands.

The main problem facing data centers is that their servers emit a lot of heat, which needs to be removed. This reduction typically consumes 25% of the energy of a data center – or nearly 40% when working with large data sets. But there are many data centers on the rise that require constant downtime, and a lot of power. In addition, the electricity used by most of the world’s data centers comes from coal, gas and oil, leading to high emissions.

At Digital 9 Infrastructure, where our economic strategy is aligned with UN SDG 9, we would like to say that data acquisition is more efficient than new power. In this regard, we believe that it is easy to focus on the movement of dynamic, latency-insensitive data (e.g., natural language translation, protein configuration, aerodynamic simulations) to countries that can be redesigned. Normally, all the data is done in cities like London and Amsterdam, but we are seeing a notable change, and more data centers are being set up in the Nordics.

The Nordic countries have the highest percentage of modern power in the world, with the lowest inflation rates in Europe. Adding its beauty to data centers is natural. The efficiency of data centers is determined by their PUE metric (‘Power Usage Effectiveness’) and it is much easier to obtain a lower and better PUE value in cold climates because the outside air can be do most of the cooling work.

We are seeing significant growth in the Nordic countries for these reasons. Some investors were previously worried about making money when considering supporting data centers, but now what we are seeing is strong competition for resources and resources. the data center can.

Convergence value across different library sites

Data centers are only one part of a large digital system chain. If data centers are the brain of the network, then the backbone is down: 98% of all global network data is via subsea fiber. While subsea fiber requires more power than data centers, in order to maintain the transmission chain as high as possible, it is necessary to take the subsea cables to areas with clean data centers. This has increased interest in the Nordic market from investors.

The key to continuing to explore the world of digital systems is a comprehensive understanding and understanding of the interrelationships between the different parts of the economic chain. These green data centers play an important role in the storage and processing of data, as they also support the building of a new global fabric of communication.

Thor Johnsen is the treasurer of the Digital 9 Infrastructure trust and head of computer systems at Triple Point Investment Management.


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