データセンター

電力を大量消費するデータセンターにおける再生可能エネルギーの役割は過大評価されています。米国と欧州を中心に、クリーンな電力供給の不足分を補うのは天然ガスになるでしょう。

While the US is the pioneer, Europe will follow suit—more rapidly than expected. It is not a question of if GenAI will boom in Europe, but when. Europe’s Data Center growth is already strong today, but a US-style boom is just around the corner.

While AI deployment creates compelling investment opportunities, hyperscale facilities are not the only path forward. Investors should consider Office conversions into colocation Data Centers as the next dollar opportunity.