This report examines how the demand for, and supply of, data center and cloud services are impacted by global social, economic and political disruption. This paper has three main sections:
- How have past disruptions shaped the direction of the industry, and what can be learned from them today?
- How is the industry currently responding to the pandemic in terms of operations, design and planning, and how are the dynamics of supply and demand changing?
- What are the likely medium- and long-term impacts of Covid-19 on the industry, and how will other projected disruptions, including climate crises and geopolitical conflicts, impact the sector?
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