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Episode 32: Data centres - solving the challenges: power, permitting, net zero and more
Manage episode 503206671 series 3664324
Global Infrastructure Investor Association에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Global Infrastructure Investor Association 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In this episode of Talking Global Infrastructure, Vlad Benn, our Policy and Research Manager, is joined by Andrew Jay, Head of Data Centre Solutions at CBRE, and Andrew Tobin, Director and Head of Data Centres at Turner & Townsend, to explore the forces shaping the future of data centre investment.
They delve into the rapid growth driven by AI and cloud adoption, along with the complex challenges of securing reliable power, navigating planning hurdles, and addressing sustainability targets. Drawing on frontline experience, our guests unpack the key demand drivers, the impact of supply chain constraints, and the opportunities emerging from innovative technologies and energy solutions.
With investment flows into data centres topping $60bn during the first half of 2025, the conversation also examines how changing capital dynamics and evolving market structures are influencing the sector’s trajectory. From the rise of neo-cloud companies offering GPU-as-a-service to the ongoing waves of cloud adoption, you can hear which trends are truly bankable and built to last.
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