Join our community of smart investors

How to take advantage of the world’s demand for data

AI-generated data, pictures and messages must be stored somewhere and our need for data centres shows no limits. Val Cipriani explains how to invest in this real estate-cum-infrastructure industry
February 22, 2024
  • The world will need many more data centres and supply is constrained
  • But this power-intensive industry has to contend with regulatory pressures
  • We look at options to gain exposure to the trend 

The email you sent to your most important client last week. The WhatsApp message inviting your daughter for dinner on your birthday. The picture of your dog covered in mud at the end of the Sunday walk. There’s a place that sees, houses and makes possible every little thing you do online, from the music you listen to, to doing your grocery shopping.

From the outside, it looks like just another giant warehouse. But inside are not aisles of boxes but thousands of computers, which means it uses up vast amounts of electricity and water and is protected by sophisticated security systems. The place is a data centre. Or, more accurately, many different data centres, depending on the digital services you use.

This is subscriber only content
Start your trial to keep reading
PRINT AND DIGITAL trial

Get 12 weeks for £12
  • Essential access to the website and app
  • Magazine delivered every week
  • Investment ideas, tools and analysis
Have an account? Sign in