In my last column, “Market Insanity,” I wrote about some of the challenges the industry is undergoing in the hyperscale space. Challenges include shortage of resources in both design/construction as well as in the operations sector.

A few weeks back, I had dinner with Jon Atkins from RBC Capital Markets and some other friends in San Francisco. At dinner, Jon gave me his January 2019 Equity Research, which is the best prospective I have seen to date. All indicators point in the direction of growth.

Over the last two years, we have been inundated by requests from wholesale and colocation clients to help develop winning proposals supporting hyperscale tenants. While each proposal we develop is customized to the hyperscale tenant, there are similarities and differences among each request.

One of the key objectives of hyperscale data centers is to reduce the cost per MW, as well as designing for reliability and sustainability.