The vacancies of the data center met historical low despite the record construction

The growth comes despite the considerable headwind that the operators of the data center is available, including higher construction costs, equipment prices and persistent lack of critical materials such as generators, coolers and transformers, explained Crbe.

There is a considerable price difference between newly built data centers and legacy facilities, which reflects the premium that is based on modern, energy-efficient infrastructure. In particular, the fluid/immersion cooling compared to air cooling for modern server requirements is preferred, Crbe found.

On the networking page, important telecommunications companies made significant investments in fiber optic in the second half of 2024, which reflects the growing need for more network infrastructure and capacity to meet the growing demand for AI and data providers.

There have also been many remarkable offers recently: AT&TS of several years, $ 1 billion with corning to create fiber, cable and connectivity solutions of the next generation. Comcasts proposed acquisition of Nitel; Verizon's agreement on the acquisition of Frontier, the largest pure play fiber internet provider in the USA; And the entry of T-Mobile into the fiber internet market via partnerships with fiber optic providers.

In the quarter, Meta announced plans for a 25,000-mile fiber cable that would combine the US East and West Coasts with the global markets in the Atlantic, India and Pacific. The project would mark the privately owned and operated global fiber optic cable network.

Data center outlook