From Noise to Signal #3: BIP.Verco experts discuss the current data centre market

If you’ve been reading our From Noise to Signal series on data centres, you’ll know that:

This is a complex topic in an evolving sector, but one thing is clear: to avoid committing capital to projects that never materialise, investors must cut through the noise and identify the projects that will remain secure in the long term.

So, how can investors find and prioritise the right data centre projects?

In order to ensure resilience and minimise risk, our experts recommend:

  • knowing the challenges of the data centre market, and developing a realistic view;
  • keeping an eye on trends affecting the sector;
  • understanding how to assess a project’s credibility; and
  • looking closely at sustainability, as this is crucial for long-term resilience.

The following series of short videos breaks down each of these topics, equipping you with the insights you need.

Video 1: Why is the current data centre market creating a challenge for investors?

In this video, Francesco Gambini explains:

  • where the demand for digital infrastructure is coming from;
  • why power and demand constraints mean that some announced projects are likely to fail during implementation; and
  • why investors should be looking for projects that can convert demand into operational and contracted capacity.

Video 2: Which trends should data centre operators watch in 2026?

Next, Riccardo Iudica elaborates on the key trends shaping the market. He covers:

  • why a key focus of the data centre market is staying competitive;
  • what some of the most influential trends are;
  • why energy efficiency, supply, and cooling choices need to be made at an early stage; and
  • which kinds of sites will be the most flexible, trustworthy, and competitive in the long run.

Video 3: What should investors look at when assessing whether a data centre project is credible?

Now that you have a realistic view of the market, Gabriele Sprizzi outlines the three dimensions that must be considered when assessing data centre projects: technical foundations, market anchoring, and ESG and disclosure maturity. You’ll learn:

  • the key questions to ask when assessing different projects;
  • what investors must make sure they understand; and
  • why the three dimensions must be observed together, not separately.

Video 4: Why is sustainability becoming a condition of survival in the data centre sector?

In light of everything discussed above, sustainability is becoming an important consideration for those investing in data centre projects. In the final video of this series, Gabriele Mondelli discusses:

  • how the perception of sustainability in the data centre sector is changing;
  • what the fundamental conditions of success are, and how sustainability connects to them; and
  • why the strongest operators are treating sustainability as part of their competitive strategy rather than simply a compliance requirement.

How can BIP.Verco support those in the data centre industry?

As part of BIP.Verco's Digital Sustainability offering, we can support you with various green data centre services, including:

sustainability assessments;

climate risk and resilience advice;

defining and improving sustainability strategies;

developing improvement and evolution plans;

opportunity scouting;

obtaining energy efficiency certificates; and

ESG and disclosure services.

Find out more

Or if you’d like to discuss our framework for assessing data centre projects, please get in touch.

Contact us

Other articles in this series

Experts on the topic