Core Insights - Sydney's data centre market is experiencing significant growth, with vacancy rates dropping from 9% to 5.2%, indicating its rising status as a regional hub for data centres [1][8] - The decline in vacancy rates is primarily driven by sustained demand for cloud services and AI workloads, with a vibrant development pipeline and new entrants in the market [2][8] - Major investments are reshaping the landscape, including Macquarie Data Centres' acquisition of land for a potential 150MW data centre and Stack Infrastructure's plan for a 450MW campus, marking one of the largest developments in Sydney's history [3][9] Investment and Acquisition Activity - Partners Group has expanded its presence by acquiring Digital Halo in Singapore and GreenSquareDC in Australia for US$759 million, aiming to create a forward-thinking data centre platform [4] - Vocus Group is set to acquire TPG Telecom's fibre infrastructure assets and its Enterprise, Government, and Wholesale business for US$3.42 billion, a significant consolidation in the telecom sector [5] Cloud Adoption Trends - Cloud adoption is accelerating in Australia, exemplified by the Commonwealth Bank's migration to Amazon Web Services (AWS) and the Department of Defence's US$324.71 million contract with Microsoft for cloud services [6][10] - CareSuper is also transitioning its applications and data to Microsoft Azure, reflecting a broader trend of digital transformation across various sectors [6] Conclusion - Sydney's data centre market is not only resilient but also evolving dynamically, driven by strong demand, strategic investments, and ongoing digital transformation across industries [7]

By Yantoultra Ngui SINGAPORE (Reuters) - The Indonesia Investment Authority is prioritising digital infrastructure, healthcare and renewables as the sovereign wealth fund seeks foreign partners and supports the nation's economic development, its chief investment officer told Reuters. INA was established in 2020 and started operations in 2021 with $5 billion in capital from the government and a dual mandate to generate returns and foster sustainable growth. It initially focused on direct equity investment ...

Core Viewpoint - Bain Capital has agreed to sell its Chinese data centre business, WinTriX DC Group, in a transaction valued at $4 billion, marking the largest M&A deal in China's data centre industry history [1][2]. Group 1: Transaction Details - The acquisition will be led by a consortium headed by Shenzhen Dongyangguang Industry (HEC), which includes institutional investors such as insurance companies and local government funds [2]. - The deal is expected to conclude in the first quarter of next year, pending regulatory approval [5]. Group 2: Company Background - WinTriX DC Group's China operations, known as Chindata, have become a significant hyperscale data centre platform since 2018, playing a crucial role in China's digital transformation [3]. - Chindata is recognized as one of China's leading digital infrastructure platforms, boasting unmatched scale and technical capabilities [4]. Group 3: Financial Insights - ByteDance is the largest customer of WinTriX, accounting for 86% of its revenue in 2022, as reported by Fitch Ratings [5].

Core Insights - The UK Data Centre Market is projected to nearly double by 2028, driven by the growth of AI, cloud computing, and government-backed infrastructure reforms [1][2][5] - The UK government has classified data centres as "critical national infrastructure," which will facilitate streamlined planning laws to attract further investments [2][5] - Power capacity in the UK data centre market is expected to exceed 4 GW by 2030, with significant projects underway [1][6] Market Overview - There are currently 250 active data centres across 72 cities in the UK, with notable projects including an 80 MW data centre in Blackpool and a 384 MW project at Humber Technology Park [1][4][6] - London and Slough remain the dominant hubs for data centres, while cities like Manchester, Scotland, and Wales are seeing increased investments [1][7] Investment Trends - The report indicates nearly fifty new project announcements from around thirty data centre companies, many of which are new entrants to the UK market [6] - Kao Data plans to invest GBP £350 million in a new data centre in Manchester, expected to be operational by 2026 [7] - DataVita aims to double its data centre capacity to 40 MW in central Scotland, with a total investment of approximately GBP £500 million over five years [7] Key Players and Developments - Major players in the market include Equinix, Digital Realty, and Ark Data Centres, with the report covering market trends, pricing forecasts, and investment opportunities for these key players [1][9] - The report also highlights the geographical distribution of data centre providers and their market share in terms of space and power [9][13] Future Projections - Data centre floor space and customer power are forecasted to nearly double from 2025 to 2028, indicating robust growth in the sector [4][9] - The report includes forecasts for data centre pricing, market share, and revenue projections for the coming years [9][13]