Summary
European markets have been among the first to face power and regulatory challenges in the datacenter industry. The rise of AI has driven unprecedented demand for datacenter space, with AI datacenters requiring higher power density than traditional ones. As a result, power availability now dictates where datacenter developments land in the region, pushing providers to explore new locations. Meanwhile, local governments and the EU are updating regulations to support data sovereignty and sustainability.
Join S&P Global analysts for a panel discussion on the current and future state of the datacenter industry:
- How does artificial intelligence differ from past tech disruptors, and how is it influencing datacenter investments in Europe?
- What are the Power Constraints and Renewable Energy Outlook in Europe?
- Can new markets enhance their infrastructure to support the surge in expansion activities?
- How might regulatory hurdles impact AI and datacenter providers?
Speakers
S&P Global Energy
Alexander Johnston
Senior Research Analyst, Data, AI & Analytics
Alex Johnston is a research analyst on the 451 Research Data, AI & Analytics team at S&P Global Market Intelligence. He focuses on emerging technologies and how they can be applied in business contexts. Alex's primary coverage areas are artificial intelligence, distributed ledger technology, event stream processing and data marketplaces.
Before joining S&P Global Market Intelligence, Alex was a principal analyst at Procurement Leaders, leading much of the research on procurement and supply chain. His specialty focus was procurement and supply chain technology markets, advising chief procurement officers on digital roadmaps and building out a suite of diagnostic tools. He has a background in qualitative and quantitative research and has significant data science experience. Alex holds a history degree from the University of Warwick.
Alex’s recent areas of concentration include monitoring the emerging generative AI market, tracking the evolution in blockchain use cases and investigating real-time architectures.
S&P Global Market Intelligence
Pedro Schweizer
S&P Global Market Intelligence
Research Analyst, Datacenter Services & Infrastructure
Pedro Schweizer is a research analyst on the 451 Research Datacenter Services & Infrastructure team within S&P Global Market Intelligence. His research focuses on datacenter market activity across Europe, Latin America, and the US.
Pedro Schweizer is a research analyst on the 451 Research Datacenter Services & Infrastructure team within S&P Global Market Intelligence. His research focuses on datacenter market activity across Europe, Latin America, and the US. His key research areas include emerging datacenter markets; retail, wholesale, and cloud provider activity; industry growth projections; market share analysis; government incentives and regulations; and pricing dynamics
S&P Global Energy
Glenn Rickson
Head of European Power Analysis
Glenn Rickson leads S&P Global Energy’ short-term European power analysis team. He heads up coverage of the region’s wholesale electricity markets and has also contributed to development of price and fundamental forecasts out to 2050.
Moderator
S&P Global Market Intelligence
Dan Thompson
S&P Global Market Intelligence
Principal Research Analyst, Datacenter Services & Infrastructure (451 Research)
Dan Thompson is a principal research analyst in the 451 Research technology research group within S&P Global Market Intelligence. He leads the Datacenter Services and Infrastructure team, which is charged with keeping tabs on the datacenter industry globally to better understand its trends and growth areas. His research includes analyses of datacenter providers, market size and supply/demand in key and emerging markets around the world. Dan also provides coverage of datacenter providers offering services beyond colocation, such as managed and cloud-type services.
Dan also provides research on the sustainability of the datacenter industry. Beyond just renewable energy purchasing and carbon offsetting, he has been investigating full life cycle emissions, including supply chain emissions, as well as efficiency gains and water usage.
Before joining S&P Global Market Intelligence, Dan spent 15 years as a practitioner in the IT industry, the last 10 years at a top managed/cloud service provider. Dan has worn many hats in the IT world, from systems administration to management, and was most recently an enterprise architect. In that role, he not only assisted in the launch of the company's security practice, but also created security-specific products and designed security into every solution launched to the customer base.
In addition to a good many IT industry certifications, Dan currently holds degrees in network security and forensics and information technology.