Datacenter Knowledgebase Q4 2023 Visualization
Biography
Kelly Morgan is a research director in the 451 Research technology research group at S&P Global Market Intelligence. She is responsible for the Datacenter Services & Infrastructure team as well as the M&A practice. Her research includes analysis of datacenter providers, market size, supply/demand, new technology and datacenter industry trends, as well as M&A activity. Before joining S&P Global Market Intelligence in 2019 via acquisition, Kelly spent more than 18 years covering datacenters and telecommunications at both 451 Research and in private equity. She also worked for several years in Paris at the Organization for Economic Cooperation and Development, managing the organization’s budget process. Kelly holds a BA degree with honors from Wesleyan University and an MA from Tufts, where she studied international business and economics.
Geographic Coverage
North America
Asia Pacific
Recent Research from Kelly Morgan
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Datacenter deals increase globally as cloud providers pursue expansions driven by AI
As artificial intelligence dominated the technology industry in 2023, cloud suppliers adjusted accordingly, preparing for an uptick in demand for their services by investing heavily in expanding their infrastructure. Now, their need for additional infrastructure is highlighted by the deals circulating in the world's primary datacenter markets.
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2024 Trends In Datacenter Services & Infrastructure
Artificial intelligence is likely to have a major impact on the datacenter industry, but it is not yet clear exactly how. It seems safe to say that there will be continued strong demand for leased datacenter space in both large markets and emerging smaller markets, with sustainability remaining a key element for customers. AI requirements will likely boost this demand but could also require major shifts in design and location.
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The Nordics: Norway Leased Datacenter Market
This report provides an overview of the competitive dynamics in the market, a listing of competitors in the area, market share of the dominant providers, supply-demand and utilization trends, and discussion of planned datacenter builds.
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The Nordics: Iceland Leased Datacenter Market
This report provides an overview of the competitive dynamics in the market, a listing of competitors in the area, market share of the dominant providers, supply-demand and utilization trends, and discussion of planned datacenter builds.
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Brookfield Infrastructure Partners buys Compass Datacenters to boost its datacenter holdings
The acquirer continues to expand its large-scale datacenter portfolio with the purchase of Compass Datacenters. For Compass, the sale brings fresh funding options as it looks to build out multiple campuses in North America and Europe, Middle East and Africa.
More research from Kelly Morgan
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