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Big Topics: Data Center Investing

By Bethany Horne · 5/4/2022

Carlyle is a global investment firm with over $300B of assets under management and Josh has over 15 years experience in infrastructure investment. In this conversation, we cover several unique variables in data center investment.

Current Data Center Investing Environment

Valuation multiples remain high across the data center sector. The pace has accelerated as investors gain confidence in the long term trend supporting data center growth and demand. With record high valuations, investors are utilizing a "buy-and-build” strategy for speed to market. Secondary EU and APAC markets are garnering more demand as well. Edge computing is starting to show profitable and sustainable use cases due to densification of networks, lower latency deployments, and proliferation of fiber capacity.

Sustainability and Power Constraints

Demand for green data centers is growing. Environmental, social, and governance (ESG) is becoming a focus across the industry. Carlyle prioritizes their focus on green energy and has partnered Birch Infrastructure for green data center solutions. Many approaches are being utilized to manage power more effectively to reduce consumption in light of emerging constraints. Increased demand is expected in spite of various challenges in the industry.

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