Landlords of the cloud: Data centres as investment opportunity

How to get a piece of Asia Pacific’s data centre action and avoid potential storms. Nimble investors have spotted a new growth story.

Amazon and Google plan to build clouds over Hong Kong in 2018, just their latest mega-investment project as they plot to capture a slice of the data stored across the Asia Pacific region.

It’s not cloud-cuckoo land either the widespread adoption of cloud computing, the internet of things, smart cities, and big data analytics are all generating a dazzling explosion of data.

Asia’s fast-growing middle class will propel the region into a leader of this trend. By 2021 there will be twice as much mobile data in the region than in North America and Western Europe combined, according to US IT hardware firm Cisco Systems.

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