STL Partners：2026年数据中心趋势报告：电力、冷却、并购与数字基础设施未来图景研讨会报告（英文原版+译版）（49页）.pdf_三个皮匠报告

WebinarThursday 8thJanuary Agenda GoToWebinar •You’re in listen only mode•If you need us, please type a comment•Feel free to type questions throughout thesession for the Q&A at the end•Any questions that we don’t answer live will beanswered offline and shared in a summary Q&Adocument•We’ll send you the slides and a recording shortlyafter the session, please do share withcolleagues Our presenters AYAAN PATELConsultant JONAS TOPP-MUGGLESTONEConsultant TILLY GILBERT CHRIS BARRACLOUGHCEO JOE HURMAN Data Centre Practice Lead &Principal Consultant Consulting Director STL Partners STL Partners STL Partners Agenda Agenda Prediction 1:The datacentreindustry will takethe risks ofcommoditisationseriouslyin 2026 As a growth industry, the data centre ecosystem has beenmore supply than demand side focused •Evolving demandpatterns•Impact of AI oninfrastructure•New customeracquisition strategy •Power availability•Grid connections•Land and planning•Cooling and equipment•Build timelines In reality, there are not that many ways that colocationproviders currently differentiate their offerings As the AI training investment cycle slows, the data centreindustry will need to shift its focus Examples of others who have invested to drivedifferentiation AIRLINES •Sameaircrafts and journey times•Differentiate basedon brand positioning and additionalservices (bags, priority boarding) CONSTRUCTION MATERIALS •Sameproduct standards and pricing•Differentiate basedon logistics reliability (e.g.guaranteed delivery windows) and technical advisory DATA CENTRES TELECOMS •Sameperformance (e.g. coverage, latency) and SLAs•Differentiate basedon account management, digitalexperience and bundling with additional services •SameSLAs, connectivity and pricing•Differentiate basedon ? Data centre operators should seek to make clear strategicchoices on what to differentiate on and why Commercial andmarketing Services Customer experience Infrastructure •Self-service portal or APIintegration into client portal•Customer-level carbonemissions reporting •Remote hands and eyes•Security-as-a-service•Private cloud •Industry-specific marketingand reference architectures•Ecosystem and marketplacebuilder with certified referencestacks •Specialised secure andsovereign infrastructure for AItraining•Connectivity-optimisedinfrastructure for low latencyuse cases Poll:What proportion of operators will seek adifferentiated proposition in 2026? •Very many•Several•A few•Very few What proportion of operators will seek a differentiatedproposition in 2026? Agenda Prediction 2:Demand forliquid cooled capacity inMTDCs will hit aninflexion point in 2026 Enterprise spending on generative AI solutions is accelerating,as initial training investments becomemonetisable DLC operational maturity is increasing, while early demandsignals hint at a 2026 inflection point …coupled with early DLC/AI productisation Nailing your strategic entry into the HPC market is crucial forlong term success as an MTDC operator Who to target? When to invest? What deployment model? •There is a wide variety of deploymentmodels for HPC deployment, betweenand within operators•For single-tenant data halls or cages,the hand-off point lies at the primaryloop inlet into the in rack or in row CDU•Shared space DLC case studies arelimited, but there is evidence ofoperator-owned CDUs with a hand-offpoint at the rack on the IT coolant loop •Demand for HPC-ready colocation inMTDCs will skew towards AISPs,challengerneoclouds, financialservices and digitally-native enterprises•MTDCs looking to grow revenues inHPC-readycoloshould identify targetsand understand their IT HPC roadmap•Most deployments are net new so valuepropositions versus other deploymentmodels (egIaaS) is crucial •It is crucial to engage customers tounderstand their HPC infrastructureroadmap given the divergence ofinfrastructure requirements•Invest in modular enablinginfrastructure if demand signals arestrong from current customers•Don’t retrofit an entire data hall to anassumed specification, retain flexibilityfor different operating models STL recommends defining your market entry strategy as apriority across two high-level customer segments Engage current and prospective customersUnderstand their AI roadmaps, and how your colocation offering can support this Small, shared space customers Large anchor customers •1-8 racks in a shared space•Consultative sales approach with productiseddeployment model•DCO-owned banked CDU or tenant-owned in rack CDU •10+ racks in dedicated data hall or cage•Highly consultative sales engagement and customiseddeployment•Tenant-owned dedicated banked CDU Key next steps:Define your HPC colocation service portfolio Key next steps:•Build your business network of decision makers within ••Refine your narrative versus IaaS offerings•Promote your services to existing and prospectivecustomers through case studies, ROI definition and apublic innovation lab where possible th