Thought Leadership and Insight from Jonathan Schildkraut

Jonathan Schildkraut

For this edition Datacloud spoke to Jonathan Schildkraut

Datacloud: What do you see as the future drivers for the industry?

There are three primary drivers of long-term demand. The first is pushing more into the Internet. That is, each day more of what we do – both professionally and personally – is moved onto the Internet. As this happens, we are creating, storing, and analysing an ever-increasing amount of data, increasing the need for data centers. The second primary driver is outsourcing. In this regard, we continue to see more of our customers – enterprises and hyperscale cloud providers – choosing to build and operate less of their data center footprint and outsource more. Finally, the expanding use of cloud based resources – storage, applications, and, ultimately, compute – will drive demand for the services we provide. Interestingly, in our view, cloud is a combination of “pushing more into the Internet” and “outsourcing.”

Datacloud: What regions within Europe do you see as primed for IT asset expansion?

In general, we tend to see demand follow the most significant GDP hubs – in Europe and, more broadly, on a global basis. Additionally, these demand centers are complemented by geographies which have become major markets for Internet cable landings – much like the great cities from earlier centuries which manifested themselves around key shipping ports and channels.

In particular, we continue to expect significant growth in the major markets such as London, Amsterdam, Frankfurt, Dublin, and Paris. Other markets we expect to become increasing important include Madrid, Marseille, Milan, and the Nordics.

On the back of customer request, CyrusOne has already agreed to acquire Zenium – with a footprint in London and Frankfurt. We also have properties in Dublin, Amsterdam, London, and Frankfurt in various stages of acquisition – which would bring our European footprint to more than 200MWs of critical load.

Datacloud: What is one of your goals for the next year and how do you expect to achieve it?

We intend to continue to build our European footprint over the course of the year – through both organic and inorganic means. Once we reach critical mass in Europe, we will look to add presence in other major geographies globally - with an emphasis on the Asia Pacific region. Incremental investment in Asia will complement our exclusive commercial agreement and investment into GDS – the largest independent data center operator in China.

Datacloud: How can our sector help to improve society?

We view the provision of our data center services as one of the critical building blocks for the continued evolution of the Internet. And, we view the Internet as the means for delivering an increasingly powerful set of tools for storage, compute, and applications. In the not-too-distant future, we expect investments into artificial intelligence coupled with improvements in compute efficiency and network performance to allow for society to capture, analyse, process, and draw conclusions from massively expanded data sets. This should help lead to solutions to many of the greatest challenges that our society faces – ranging from economic, to medical, to quality of life.

On a smaller scale, we continue to invest in technologies that make our data centers more efficient from both an energy consumption (PUE) and water consumption (WUE) perspective. As to latter of these two, we note that the cooling systems in one standard data center can require tens of millions of gallons of water each year – resulting in strain on local resources and significant water and sewer construction projects that can be timely and costly. Understanding this problem, water conservation was a significant factor we took into account when developing our cooling systems. Our data centers utilize an air-cooled chiller technology with an integrated compressor and condenser that cool the closed loop of water. This results in significantly less water usage. In 2018, we anticipate saving a billion gallons in water and sewer usage combined.

Jonathan Schildkraut will be at the Datacloud Europe 2018 congress in Monaco June 12-14th. Meet them there