Data Centre LIVE: The London Summit, taking place on 20-21 May 2026 in London, will unite over 1,000 senior leaders from the global data centre ecosystem. The two-day event features keynotes, panel discussions, and workshops addressing critical industry challenges including AI integration, sustainability, hyperscale strategies, power consumption, and cybersecurity. Senior executives from major organizations including Equinix, NTT Global Data Centers, AWS, and others will share insights on navigating unprecedented demand driven by AI workloads and digital transformation.

India's data center colocation market is projected to grow 25.5% in 2026 to reach $7.31 billion, driven by AI demand, hyperscaler expansion, and enterprise cloud adoption. The market is expected to reach $15.22 billion by 2030 with a 20.1% CAGR. Mumbai remains the largest hub with Chennai and Hyderabad as secondary markets. The DPDP Act and renewable energy improvements are key growth catalysts, while power reliability and skilled labor remain challenges.

Iron Mountain, US Foods, and West Pharmaceutical Services reported strong Q4 2025 earnings. Iron Mountain posted record results with 16.6% revenue growth driven by data center and digital services, projecting 10-13% revenue growth for 2026. US Foods achieved 178.8% net income growth despite softer economic conditions, while West Pharmaceutical delivered 7.5% revenue growth with strong performance in high-value product components.

As AI-driven data center buildouts accelerate, power and real estate have become critical bottlenecks rather than computing capacity. Major tech companies are securing their own energy sources through nuclear power deals and renewable energy partnerships. Investors can gain exposure through direct data center operators, REITs, and ancillary 'picks and shovels' companies providing infrastructure, cooling, electrical systems, and engineering services.

As economic uncertainty rises in fall 2025, investors are seeking defensive investment strategies, with real estate investment trusts (REITs) offering potential stability through high dividend yields and infrastructure-related opportunities.

Iron Mountain reported Q2 2025 revenue of $1.71 billion, up 11.6% year-over-year, with strong growth in data center and digital services. Despite robust revenue, the company experienced a net loss due to higher operating costs and foreign exchange movements.

Iron Mountain, a document and records management company, reported strong Q4 2024 results with revenue and earnings growth. However, the company slightly missed analyst expectations, leading to a 7% drop in its share price on the day.

The Singapore data center market is expected to see significant growth, with over 25MW of power capacity to be installed by 2025, primarily in the eastern region. By 2030, the market is projected to add more than 130MW of power capacity and 15,550 rack spaces, with the eastern and southern regions accounting for over 50% of the existing capacity.

The stock market fell on Monday, with data center stocks like Equinix, Digital Realty Trust, and Iron Mountain taking a hit due to concerns about the impact of a new AI language model developed by a Chinese startup, DeepSeek, on the data center industry.

The global hyperscale data center market is expected to grow from $184.48 billion in 2023 to $304.73 billion by 2029, driven by the rise of AI, big data, IoT, and cloud services. The major players in the market include AWS, Microsoft, Meta, Google, Digital Realty, and others.

REITs have rallied sharply over the past year, largely due to the expectation of falling interest rates. Several high-quality REITs remain well below their peaks from a few years ago, making the sector still enticing for those seeking income and upside potential.

Iron Mountain, a specialty REIT, outperformed the S&P 500 in the first half of 2024 due to its growing focus on data centers and strong financial position. The company is well-positioned to continue its growth trajectory, but its current valuation may not appeal to value-conscious or income-focused investors.