Data Centres: The Asset Class Powering the Digital Economy

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173 Views22 Jul 2026 13:45

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SUMMARY

Power is the product. Data centres are sold by the megawatt, not the square metre. Whoever secures the electricity controls the value.
The usual property metrics mislead. Cap rates and occupancy metrics, borrowed from real estate, hide the huge mandatory upgrade cycles these assets demand. Standard valuation reaches the wrong answer.
Governments now decide. Grid access and planning approval, not customer demand, determine which projects get built. Regulators in Singapore, Ireland and US states have become the real gatekeepers of supply.

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