Investor Presentaiton
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Digital Economy and Digital Transformation
Driving Data Center Demand
Growing and emerging demand drivers that have further accelerated over the past year are driving the need for digital infrastructure globally
Digital Economy & Transformation
Solid Demand Drivers Which Continue to Grow
Cloud
Computing
Enterprise
Modernization
Digital Infrastructure Demand
Accelerated Digital Trends
Digitization of Customer Interactions
Total Enterprise / Carrier Neutral Leased Global (2)
35,465
$M
32,960
30,600
28,388
26,291
8%
CAGR
2022 - 2026
Avg. Share of Customer Interactions that are Digital (%)
Streaming &
Social
Media
E-Payment
and E-
Commerce
Emerging Trends with Enormous Potential
IIIIII
Artificial
Intelligence
(())
Internet of
Things
36%
2019
Precrisis
Rate of Digital Customer Interactions has
Accelerated from Prior Forecasts by
58%
2020
COVID-19 Crisis
3yrs (1)
Digitization of Products & Services
Avg. Share of Products and/or Services that are
Partially or Fully Digitized (%)
2022 2023E 2024E 2025E 2026E
Total Hyperscale Leased Global (2)
$M
15,854
13,883
12,082
10,401
8,689
5G
Technology
Ky
Edge
Computing
Source: Company data. McKinsey & Company report. IMR.
35%
2019
Precrisis
55%
2020
COVID-19 Crisis
Rate of Products & Services that are Digitized 7 yrs (1)
has Accelerated from Prior Forecasts by (1)
2022 2023E 2024E 2025E 2026E
DIGITAL REALTY. 1) Years ahead of the average rate of adoption from 2017 to 2019. Based on the average percentage of adoption in each survey, McKinsey & Company calculated a trendline to represent the average rate of adoption in 2017, 2018, and just before the crisis, which
respondents were asked about in the 2020 survey. The acceleration time frame was calculated from the amount of time it would have taken to reach the current level of digital adoption respondents report if the precrisis pace of change had continued.
2) Sourced from Synergy Research Group, Worldwide Forecast 2022
16%
CAGR
2022- 2026
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