DIGITALBRIDGE
Meeting the exponential rise in data centres If towers are the starting point of connectivity, data centres are where its power is realised. For Steven, the sector represents both the greatest opportunity and the greatest challenge facing digital infrastructure today.
The numbers are staggering. The shift from on-premise servers to cloud platforms – and the explosion of AI workloads – will require capital expenditures in the trillions of dollars in the coming years.“ The last estimates for investment requirements in the data centre space are in trillions,” Steven says.
“ We won’ t even scratch the surface of the amount of opportunity that we can go and invest in.”
But with opportunity comes complexity. AI and cloud services demand facilities that can deliver more capacity, lower latency and greater resiliency than ever before. Meeting that demand means building new capacity at scale – from hyperscale data centres to edge facilities – to bring compute closer to end users.
The defining constraint, Steven warns, is no longer capital but power.“ There’ s not enough money or power in the world today to support the demand,” he says.
180 January 2026