In this latest edition of Talking Global Infrastructure, our Policy & Public Affairs Manager Alessandro Pecorari and Senior Policy & Public Affairs Manager Alex Hagemann talk through the key findings of GIIA’s new paper on data centres.
Discover the key trends shaping the European market as our team goes jurisdiction-by-jurisdiction to break down the regulatory and investment landscapes in Germany, France, the UK, and Spain.
As we take a closer look at the policy detail behind the paper, Alex and Alessandro go over the distinctions in the current data centre market for investors: training versus inference, hyperscale versus colocation, and the shift from demand-led planning to constraint-led planning.
Policies like the Cloud and AI Development Act, the Energy Efficiency Directive and the incoming EU-Wide data centre rating scheme continue to impact the markets our members invest in; this episode discusses which markets hold the most opportunities for investors, and which are falling short.
Read our complete data centre paper for a full picture of where the EU data centre market lies.