Kelly Morgan leads the Datacenter Services & Infrastructure team and the M&A practice at S&P Global Market Intelligence 451 Research. 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. She is fluent in French.
Datacenters have long warranted close attention from electricity providers due to their prodigious appetite for energy. The breakout of computationally intensive artificial intelligence into the mainstream, however, has brought them front and center in the US energy industry.
Datacenter energy consumption is already stressing grids in highly developed markets; with AI applications expected to exponentially increase datacenter demand, energy providers are scrambling to find solutions to address potential energy shortfalls.
French industrial giant Schneider Electric held its Innovation Summit at the Paris Expo Port de Versailles, where it displayed its portfolio for residential homes, commercial buildings, datacenters, industry and utilities. The key message of the summit was a focus on sustainability as the primary driver for innovation.
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.
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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