The next industrial revolution is no longer on the horizon - it’s already here - being driven by data. From AI to cloud computing, the growing digital economy is fuelling an unprecedented surge in demand for data centres. These once-overlooked hubs of digital infrastructure have now become the backbone of the modern world, powering everything from cutting-edge AI applications to everyday internet services. Data centres are no longer only storage facilities - they are the engines of the digital era, enabling exponential growth in technology and reshaping global industries. As we transition to a more data-driven world, the need for infrastructure capable of supporting this digital explosion has never been more critical.
This report takes a deep dive into the pivotal role that data centres play in the global digital ecosystem, and why they are emerging as some of the most compelling investment opportunities of the decade. From hyperscale data centres designed to meet the growing demands of tech giants such as Amazon, Google, and Microsoft, to the innovative ways data centres are pushing the envelope in energy efficiency and sustainability, this sector is positioned at the heart of the most transformative technologies of our time.
We explore the massive investments pouring into the sector, the role of REITs in capitalising on the data centre boom, and how utilities are stepping up to power these colossal digital infrastructures. The future of technology depends on data centres - and the future of data centres offers vast opportunities for those ready to capitalise on this growing digital revolution. This thematic can be played through the QIS index and the Solactive BBVA Next Generation Networks Index.