Susana Schwartz
Emerging markets important to 'energized power'
Speaking on RCR AITech Talk, Obinna Isiadinso, global sector lead for data center investments at the World Bank Group’s International Finance Corp, explores:
- Data center supply and demand in the U.S., LATAM, Africa, and SE Asia;
- Future-proofing and industrialization of AI data centers;
- High enterprise value and EBITDA
- Shift from equity to debt financing.
Isiadinso expects three to four years of constraint or lag time for “energized power,” which means it’ll be 2029 or so before the U.S. sees 5-15 GW of new capacity. This makes carrier-neutral, multi-tenant data centers projects in emerging economies an attractive option for investors and lenders like IFC, which increasingly looks to wholesale, retail, and hyperscale data center projects around the world (such as Scala in Brazil, Yondr in Malaysia, Kio in Mexico, Liquid in Africa). Watch the interview and see a summary here.
Susana Schwartz
Technology Editor
RCRTech
AI Infrastructure Top Stories
IFC’s Obinna Isiadinso: Speaking on RCR AITech Talk, Obinna Isiadinso explores the need for energized power in the U.S. and the expansion by data center builders and operators into emerging markets like Africa, SE Asia, LATAM, and others.
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