THE NEXT SECTOR WHICH CAN WITNESS A BULL RUN IS DATA CENTER
DATA CENTER PRESENTLY IN 2024 IS AT THE SAME LEVELS WHERE AUTO, DEFENCE, PSUs & POWER SECTOR RELATED STOCKS WERE PRESENT IN 2021/2022
⭐️DATA CENTER REAL EARNINGS WILL START REFLECTING BY FY26-27. IT IS A DECADAL OPPORTUNITY AND THIS SECTOR HAS THE POTENTIAL 💎💎 TO MAKE A GENERATIONAL WEALTH
What is Data Center?
👉🏻 A data center is a facility that provides shared access to applications and data using a complex network, compute, and storage infrastructure. Industry standards exist to assist in designing, constructing, and maintaining data center facilities and infrastructures to ensure the data is both secure and highly available.
What are the core components of a data center?
👉🏻 Data center design includes routers, switches, firewalls, storage systems, servers, and application delivery controllers. Because these components store and manage business-critical data and applications, data center security is critical in data center design.
Types of Data Center?
👉🏻 Enterprise Data Centers, Managed Services Data Centers, Colocation Data Centers, Cloud Data Centers.
Where India 🇮🇳 stands in Data Center?
👉🏻 As per recent Jefferies reports,
India’s data-centre capacity set to see 12x increase by 2030
What are the top 10 Data Centers conglomerates to drive India’s 🇮🇳 growth in this spaces?
👉🏻 AdaniConnex, CapitaLand India, CtrlS Data Centers, Digital Connexion, Equinix, Google, Sify, STT GDC, Web Werks, Yotta.
⭐️Takeaways:-
💫Data center capacity in Malaysia, Indonesia, and India will increase at a compound annual growth rate (CAGR) of 10-25% over the next five years, according to the findings of 451 Research, a unit of S&P Global Market Intelligence.
💫The Indian data center industry has entered a growth phase, and the capacity is expected to double in the next three years, from around 0.9 Gigawatts (GW) in 2023 to nearly 2 GW in 2026. This additional capacity built up has created substantial investment prospects due to the estimated capex requirement of Rs 50,000 crore in the next three years, said a CareEdge Ratings study.
💫India would require an additional colocation data centre capacity of 1.7–3.6 Gigawatts (GW) by 2028, over and above the planned development of 2.32 GW, a report released by real estate consultancy Cushman & Wakefield
THE NEXT SECTOR WHICH CAN WITNESS A BULL RUN IS DATA CENTER