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Co-Host The state of the European data center market UN City|Copenhagen Ivo Brook, Head of Content, BroadGroup

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Page 1: The state of the European data center market · Blockchain • Etix Jokkmokk-1 HPC Datacenter in Sweden was launched in Q3-18. • Etix Everywhere purchase of 55% Borealis Data Center,

Co-Host

The state of the European data center market

UN City|Copenhagen

Ivo Brook, Head of Content, BroadGroup

Page 2: The state of the European data center market · Blockchain • Etix Jokkmokk-1 HPC Datacenter in Sweden was launched in Q3-18. • Etix Everywhere purchase of 55% Borealis Data Center,

BroadGroup was founded in 2002 with the aim of providing senior IT infrastructure executives and the enterprises they service a new perspective. Since then, data as a commodity, has grown to be a leading global asset and its role in society and business has never been more important.

Today we provide deep market analysis through our report series, a global slate of premier c-level conferences and up-to date news and analysis.

About us….

Page 3: The state of the European data center market · Blockchain • Etix Jokkmokk-1 HPC Datacenter in Sweden was launched in Q3-18. • Etix Everywhere purchase of 55% Borealis Data Center,

DATA CENTER MARKETS NORDIC

www.broad-group.comwww.datacloudnordic.com

Page 4: The state of the European data center market · Blockchain • Etix Jokkmokk-1 HPC Datacenter in Sweden was launched in Q3-18. • Etix Everywhere purchase of 55% Borealis Data Center,

Country/DC’s

2015 2016 2017 2018 2019

Finland 25 42 45 45 46

Norway 40 45 43 43 48

Sweden 33 74 82 82 84

Iceland 6 7 8 8 10

Denmark 46 50 46 51 52

Estonia 9 11 16 16 13

Latvia 10 10 18

Lithuania 10 10 12

Total 159 229 260 265 283

Page 5: The state of the European data center market · Blockchain • Etix Jokkmokk-1 HPC Datacenter in Sweden was launched in Q3-18. • Etix Everywhere purchase of 55% Borealis Data Center,

Total Nordic Region Available

Power Third Party Data Centers %/Country

Source: BroadGroup

31%

32%

13%

19%

5%

TOTAL NORDIC REGION MW %/COUNTRY

Norway Sweden Denmark Finland Iceland

Page 6: The state of the European data center market · Blockchain • Etix Jokkmokk-1 HPC Datacenter in Sweden was launched in Q3-18. • Etix Everywhere purchase of 55% Borealis Data Center,

Available Customer

Power Source: BroadGroup

0

50

100

150

200

250

Norway Sweden Denmark Finland Iceland

3RD PARTY DATA CENTER MW

2016 2017 2018 2019

Page 7: The state of the European data center market · Blockchain • Etix Jokkmokk-1 HPC Datacenter in Sweden was launched in Q3-18. • Etix Everywhere purchase of 55% Borealis Data Center,

Observations on Energy

• Energy pricing and availability is a key USP for the Nordic countries as data center locations

• Energy pricing and taxation policies have proven key to attracting hyperscale projects

Key Developments:• Phase out of Danish PSO tax by 2022• Speculation of energy pricing increase in Iceland

Page 8: The state of the European data center market · Blockchain • Etix Jokkmokk-1 HPC Datacenter in Sweden was launched in Q3-18. • Etix Everywhere purchase of 55% Borealis Data Center,

Top 12 Players

MW/CountrySource: BroadGroup

Page 9: The state of the European data center market · Blockchain • Etix Jokkmokk-1 HPC Datacenter in Sweden was launched in Q3-18. • Etix Everywhere purchase of 55% Borealis Data Center,

New Projects –HPC, Bitcoin and

Blockchain

• Etix Jokkmokk-1 HPC Datacenter in Sweden was launched in Q3-18.• Etix Everywhere purchase of 55% Borealis Data Center, Iceland,

September 2018• Hive – formerly the Kolos Data Center development originally

announced in February 2018 on a new greenfield site at Narvik in north-west Norway. Currently on hold.

• Bitfury, announced in March 2018 that it was to invest USD $35 million in a new Data Centre in Norway

Page 10: The state of the European data center market · Blockchain • Etix Jokkmokk-1 HPC Datacenter in Sweden was launched in Q3-18. • Etix Everywhere purchase of 55% Borealis Data Center,

Data Center Provider Facility Country USDm

Telia Vilnius Lithuania 3.4

Equinix HE-6 Helsinki Finland 11

DEAC Riga Latvia 12

Interxion STO-5 Stockholm Sweden 12.3

Tieto IT Espoo Finland 20

Interxion CPH-2 Copenhagen Denmark 21.3

Lefdal Mine Datacenter Moloy Norway 31

Hydro66 Boden Sweden 66

EcoDataCenter Falun Sweden 87

Bulk Digital Oslo & Vannesla Norway 87

Bahnhof Elementica Stockholm Sweden 90

Telia Helsinki Finland 172

Hetzner Online Tuusula Finland 229

Total 842

Recent Investment - Third Party DC Investment

Page 11: The state of the European data center market · Blockchain • Etix Jokkmokk-1 HPC Datacenter in Sweden was launched in Q3-18. • Etix Everywhere purchase of 55% Borealis Data Center,

Hyper-scale provider Location Investment (USDm)

Google Hamina, Finland 917

Google Tavlov, Denmark 10

Facebook Lulea 1, Sweden 595

Facebook Lulea 2, Sweden 595

Facebook Lulea 3, Sweden 410

Facebook Odense, Denmark 100

Apple Viborg, Denmark 975

Apple Aabenoas, Denmark 920

AWS* Stockholm, Sweden 100

Total USD $4,622 million

*AWS do not disclose their development costs & the USD $100 million investment is estimated by BroadGroup

Recent Investment - Hyperscale

Page 12: The state of the European data center market · Blockchain • Etix Jokkmokk-1 HPC Datacenter in Sweden was launched in Q3-18. • Etix Everywhere purchase of 55% Borealis Data Center,

Connectivity

*Telegeography 2019

Page 13: The state of the European data center market · Blockchain • Etix Jokkmokk-1 HPC Datacenter in Sweden was launched in Q3-18. • Etix Everywhere purchase of 55% Borealis Data Center,

Connectivity Projects

International connectivity in the region is being enhanced by several key developments: • Investment by Norwegian sovereign funds in a cable between

Norway and the UK • Eastern Light linking countries across northern Europe • Havfrue/AEC-2 cable system is supported by Facebook, Google,

Aqua Comms and Bulk Infrastructure • Northeast Passage cable project - China’s Ministry of Industry and

Information Technology and state-owned China Telecom Corporation are among those participating in discussions about building a 10,500-kilometer (6,500 miles) fiber-optic link across the Arctic Circle

Page 14: The state of the European data center market · Blockchain • Etix Jokkmokk-1 HPC Datacenter in Sweden was launched in Q3-18. • Etix Everywhere purchase of 55% Borealis Data Center,

Key Conclusions

• The Nordic markets represent possibly the largest investment for data center development opportunities available globally.

• Cable investment to Asia could be a gamechanger• Investment in the Nordics has already exceeded USD 6.2 billion and

more is expected• Nordic markets are becoming hot spots for hyperscale data centers• Power remains top USP of the region • Bitcoin, Crypto and Blockchain driving new market segmentation

Page 15: The state of the European data center market · Blockchain • Etix Jokkmokk-1 HPC Datacenter in Sweden was launched in Q3-18. • Etix Everywhere purchase of 55% Borealis Data Center,