Jonathan Schroth is a Research Analyst on the Datacenter Infrastructure & Services team for 451 Research, a part of S&P Global Market Intelligence. His research focuses on datacenter economics and valuation as well as geographical coverage of markets including New York, Toronto, Montreal and Chicago.
Prior to joining 451 Research, Jonathan spent nearly a decade at Westfield Capital Management, a Boston-based equity investment firm, where he focused on portfolio construction and strategy as a member of the Portfolio Strategy team. He was also a consumer of technology in his role at Westfield, evaluating and helping to implement software packages that incorporated big data, artificial intelligence, and machine learning.
Jonathan received his bachelor of arts cum laude in Economics and English from Colby College. He is a Chartered Financial Analyst (CFA) charterholder.
In 2020, the number of datacenter and managed service deals rose to its highest level since 2016. The year saw continued purchases of small datacenters (e.g., single-tenant facilities), network-dense assets and small-scale managed service providers, although relatively few large package buys.
This report provides an overview of the competitive dynamics in the market, a 451 Research Market Map(TM) of the competitors in the area, market share of the dominant providers, supply-demand and utilization trends, and discussion of planned multi-tenant datacenter builds.
Canadian REIT Allied Properties, which manages the largest wholesale datacenter footprint in Toronto, reported fourth-quarter results this week, showcasing strong demand in its urban datacenter segment, which accounts for 15.8% of gross monthly rent.
The colocation and cryptocurrency mining industries have performed a delicate dance over recent years, and bitcoin's volatility " setting new records recently " is one of the major reasons for that. Despite the risks, some colocation providers have attempted to serve cryptocurrency miners in ways they argue benefit both sides.
As the Canadian datacenter industry and broader telecommunications industry continue to grow and mature, and as certain fiber infrastructure reaches capacity or end-of-life, developers are betting that diversity of routes and enhanced bandwidth will take the market to the next level of connectivity.
The datacenter industry is one of the few that in many ways has been positively impacted by the COVID-19 pandemic. Demand for datacenter space has remained strong, as have investment and M&A activity. We expect to see continued strong growth in the industry, even as pressure builds for providers to construct facilities ever more quickly and at lower cost, while also boosting efficiency and, ideally, powering them with renewable energy. Datacenter vendors and service providers are responding to these challenges by becoming more flexible and adopting new technical approaches, but more change and pressure will test the industry in the years ahead.
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