Investment 1: Data Centers
With historical returns at an all-time high of 25.47% and a dividend yield of 3.47%, it is an ideal time to invest in dedicated energy-efficient Web3 data centers.
Why?
The advancement of AI/ML data compute/storage for emerging Web3 companies is very different than Web2 enterprises, whose 10-year growth depended on cloud ISP. The result is data center consolidation through M&A.
25.47%
3.14%
The growth, revenue and return statistics for data center acquisitions is compelling according to Gartner Group:
$222B
Global IT data center spending is expected to reach $222B in 2023
$342B
Revenue in the Data Center market is projected to reach US$342B in 2023
Network Infrastructure dominates the market with a projected market volume of US $203B in 2023
Revenue is expected to show an annual growth rate (CAGR 2023-2027) of 4.66%, resulting in a market volume of US $410bn by 2027
Demand—measured by power consumption to reflect the number of servers a data center can house—is expected to reach 35 gigawatts (GW) by 2030, up from 17 GW in 2022, according to McKinsey analysis
Since the beginning of this year, the PE industry has completed 92 transactions in the sector totaling $41.5 billion
The United States accounts for roughly 40 percent of the global market
Ideal data-energy companies:
Tier 2/3 AI/ML data-energy companies in urban areas who:
- Are transitioning from Web2 cloud e-commerce customers, to Web3 customers.
- Their ISP clients serve the scientific community, remote health care companies, wealth management specialists, real estate exchanges, learn-and-earn/play-to-earn gaming, entertainment streaming, Bitcoin Mining, commercial
