Table of Content


Background & Overview – The impact of the Covid-19 virus pandemic on IT services & the Data Centre segment overall including:


An overview of some of the Government regulations that have been introduced with their impact on Data Centres

An overview of the impact of Covid-19 on technology services (including investment, Capex & construction).

An overview of the geographical impact of Covid-19 by region (including China, the USA, Europe and the Rest of the World)

An overview of the impact of Covid-19 on online & digital services (including e-commerce services).    



Section One – The impact of Covid-19 on Technology services influencing the Data Centre segment including:


The changes in e-commerce service usage & the impact on Data Centres  

The changes in social media service usage & the impact on Data Centres

The changes in online usage & conferencing & the impact on Data Centres

Mapping the short- and long-term impact on the Data Centre segment  



Section Two – The impact of Covid-19 on the financing and growth of the Data Centre segment including:


The changes in Data Centre finance & investment – from the end of 2019  

The changes in Data Centre construction & growth rates – from the end of 2019

The impact on forecast Data Centre growth rates to the end of 2020 & beyond

Potential changes in Data Centre Acquisition & Merger (A&M) activity


 
Section Three – The impact of Covid-19 on the operations of the Data Centre facility including:


The impact of cross-border trade & the supply of equipment for Data Centres

Monitoring employee and customer health & safety in the Data Centre facility

Changes in the management & operations of the Data Centre facility

The long-term impact of Data Centre operations  


 
Section Four - Conclusions & forecasts – Data Centres at a time of Pandemic - Weathering the Storm


The short- and long-term impact of Covid-19 on the Data Centre segment including:

The immediate impact of the Covid-19 pandemic on the Data Centre segment  

The forecast after-effects of the Covid-19 pandemic on the Data Centre segment

Figure 1: A table showing selected Data Centre facility build outs placed on hold following the Covid-19 pandemic

Figures 2: A table showing the Equinix Recurring & Non-recurring capex costs, Q1 2020, Q4 2019 & Q1 2019

Figure 3: A table showing the key Chinese Hyperscale Data Centres under development from 2020 to 2021

Figure 4: A table showing a summary of capex in USD for selected Data Centre Providers for the Q1 2020 period 

Figure 5: A table summarising the impact of Covid-19 on technology services (including Data Centre demand, investment, capex & construction

Figure 6: A table summarising the impact & effects of the Covid-19 pandemic by Country or region

Figure 7:  A table summarising the changes in e-commerce services at the time of the Covid-19 pandemic

Figure 8:A table summarising the changes in social media usage since the emergence of the Covid-19 pandemic

Figure 9:A table summarising the effects of the Covid-19 pandemic on the key Internet Exchanges worldwide

Figure 10: A table summarising the impact of the Covid-19 pandemic on selected Data Centre reported results (Q1 2020)

Figure 11: A table showing the stock market performance of quoted Data Centre companies – from February 2020 to May 2020

Figure 12: A table showing the stock market performance of quoted Data Centre companies – from February 2020 to May 2020

Figure 13: A table showing the impact on Data Centre construction of the Covid-19 pandemic

Figure 14: A chart showing the impact of the Covid-19 pandemic on selected Data Centre markets worldwide (in growth of Data Centre space in m2 against forecast growth)

Figure 15: A table summarising the changes in the management & operations of a Data Centre facility

Figure 16:A table showing the long-term effects on Data Centre operations of the Covid-19 pandemic

Figure 17:A table showing the immediate impact of the Covid-19 pandemic on the Data Centre segment

Figure 18: A table showing the long-term after-effects of the Covid-19 pandemic on the Data Centre segment

Figure 19:  A chart showing forecast Data Centre space growth for 2020 - projected before & after the Covid-19 pandemic (in ‘000s of m2) for selected countries

 

 

Companies mentioned in the report
21Vianet Group

AMS-IX

Amazon

AirTrunk (Australia)

BDX

BT

Centrin Data Gaw

Ceoconomy

Chayora

Chindata

CyrusOne

DE-CIX IP

Digital Colony (Brazil)

DigiPlex

Digital Realty

Equinix

Facebook

FPT Telecom

France IX

GDS Holdings

Google

I-advantage

Interxion

IX Brazil

KPN

LCL Cloud

LINX

Microsoft

MSK-IX

NAPAfrica

NGD Data

NTT Global Data Centres

Ocado

Otto Group

QTS Rack Centre

Pulslant

Proximus

Safehost

Sainsbury

Sinnet

Shopify

SuperNAP

Telefolnica

Teraco

Thésée Data Centre

TierPoint

Twitter

UAE-IX

Vantage Data Center

Verizon

Zoom