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Strategies & Market Trends : The Financial Collapse of 2001 Unwinding -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (12859)	8/4/2024 7:46:49 AM
From: elmatador	Read Replies (1) \| Respond to of 13783

The Optimization Era for data centers will come. Once a technology is new companies deploy it "cost is no objection" style. At first, covering as much footprint as they can in a very short time. Then they optimize it for costs. Engineers and CTOs out. Accountants and CFOs in. It is easy to predict if one is experienced in several technology generations. Take mobility for example. During the Big Mobile Buildout (BMB), investors piled up CAPEX to grab as many users as possible. Service was poor. Operations were disastrous. Do you remember having to go to your bedroom to get a signal for a 2G call in the mid-90s? The operators needed to show their bankers that the business had legs hence counting the number of users was the key metric. Then once it was built, the metrics changed. It became the Average Return Per User (ARPU). That was when accountants and CFOs stepped in. Right now, you are witnessing the BDCB—the Big Data Center Buildout. Engineers are in charge. Next, after the GPUs are up and running, the accountants and CFOs will step in. I love to be a One-man McKinsey & Company! Why do you have 1MW in Kenya and you are running this very 1MW workload in the EU? No expansion for the Singapore campus. Could you send that workload to data centers in Malaysia? I am prepared for that scenario here in Kenya and in Morocco too.

To: E_K_S who wrote (12859)	8/4/2024 7:50:51 AM
From: elmatador	Read Replies (1) \| Respond to of 13783

EKS CRE wants data centers to save commercial real estate. Electrolux factory, Coca-Cola bottling plants, de-commissioned barracks are being repurposed as data centers in the G7 countries These countries are in their post-industrial era. Either the factory went to Mexico, low population growth made Coca-Cola bottling redundant or, in the case of Germany, US barracks reflected the US pull back from NATO. Sharp's production base in Osaka once renowned as the world's most advanced factory for large LCD television panels, is being repurposed as a data center. Here in Africa, I anticipated advancements in technology, the market factors that are redefining the data center market's landscape, and how Kenya and Morocco can capitalize in the new opportunities. lnkd.in.