DATA Centre sector π°π°ππ
I have to dicuss about everything
Saved in library πππ
A thread π§΅
I have to dicuss about everything
Saved in library πππ
A thread π§΅
Four kinds of data centre
A) captives - company owned & operativeβ
B)colocation -large Data centre facilities the rent out rack spaces third party.β
C) Hyperscalers:- large scale cloud services provider. β
D)EDGE -smaller sizes
Note - focused in green ticks
A) captives - company owned & operativeβ
B)colocation -large Data centre facilities the rent out rack spaces third party.β
C) Hyperscalers:- large scale cloud services provider. β
D)EDGE -smaller sizes
Note - focused in green ticks
Important key Matrix
Power USAGE effectiveness:-pue measure the efficiency of a data centre by dividing total facilities by the Power used by IT equipment.
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Power USAGE effectiveness:-pue measure the efficiency of a data centre by dividing total facilities by the Power used by IT equipment.
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Opportunities sizes
β’India data centre grow up at a CAGR 42% by FY23-28
β’india has emerged 13th largest DC globally
β’india with an operational capacity of 1074MW.
β’62GB per users month by FY28
β’FY19 per users month 18 GB&22 GB FY22
It means 3Γgrowth per users
β’India data centre grow up at a CAGR 42% by FY23-28
β’india has emerged 13th largest DC globally
β’india with an operational capacity of 1074MW.
β’62GB per users month by FY28
β’FY19 per users month 18 GB&22 GB FY22
It means 3Γgrowth per users
SPLIT in TIER-2 city
7 major cities account of more than 90-95% of the total deemed & supply in india . Led by Mumbai & Chennai ( 60% share ) dence under sea cable Ecosystems.
Deeper penetrations of mobile internet led to increase demand for data.
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7 major cities account of more than 90-95% of the total deemed & supply in india . Led by Mumbai & Chennai ( 60% share ) dence under sea cable Ecosystems.
Deeper penetrations of mobile internet led to increase demand for data.
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Deemand of many sector.
β’ increasing digtalization is leading to increase the demand.
β’cloud & tech sector occupying 50% total market share.
BFSI -15%
Retails & eCommerce -12%
Media/entertainment -8%
Health care -6%
Telcom -4%
Energy 2%
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β’ increasing digtalization is leading to increase the demand.
β’cloud & tech sector occupying 50% total market share.
BFSI -15%
Retails & eCommerce -12%
Media/entertainment -8%
Health care -6%
Telcom -4%
Energy 2%
π
Pros & Cons in this industry.
Industries to benifit due to data centre setup
1. IT infrastructure
2. Electricals infrastructure industries
3. Mechanical infrastructure industries
4. General construction industry
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Note-i have to bullished on 1,2,3
Source -Avendus,JM finance,stock edge, PPT,DAM capital
1. IT infrastructure
2. Electricals infrastructure industries
3. Mechanical infrastructure industries
4. General construction industry
π
Note-i have to bullished on 1,2,3
Source -Avendus,JM finance,stock edge, PPT,DAM capital
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