SERVERHALLAR EN NY BASINDUSTRI? Energikommissionen 18 September 2015 Tomas Sokolnicki Investment Advisor ICT The Swedish Datacenter Initiative tomas.sokolnicki@business-sweden.se +46 70 642 7831
DATACENTERS AROUND THE WORLD Utah, 100 000 kvm Chicago, 100 000 kvm, fd tryckeri Miami, 75 000 kvm Las Vegas, 220 000 kvm BUSINESS SWEDEN 16 SEPTEMBER, 2015 2
RANGE INTERNATIONAL INFORMATION HUB, CHINA UNDER CONSTRUCTION Langfang, Kina, 600 000 kvm BUSINESS SWEDEN 16 SEPTEMBER, 2015 3
WORLD S LARGEST SERVERPARKS Företag Antal servrar Rackspace 95 000 Google 900 000 Microsoft 1 000 000 Facebook?00 000 Akamai 130 000 Softlayer 100 000 Intel 75 000 1on1 internet 70 000 Ebay 54 000 LeaseWeb 36 000 Comcast 73 000 Amazon 165 000 Digital Ocean 124 000 Apple? Företag Antal servrar OVH 150 000 Intergenia (D) 40 000 China Telecom 115 000 United Internet AG 70 000 Hetzner 85 000 AliBaba 18 000 Spotify?0 000 Försäkringskassan (virtualiserat) 7 000 Polisen (2010) 1 400 Skatteverket (2013) 1 000 SMHI Ca 130 SOURCE: DATACENTER KNOWLEDGE, COMPANY WEB SITES, NETCRAFT (2011 2014) BUSINESS SWEDEN 16 SEPTEMBER, 2015 4
USA HAS HALF OF THE WORLD S DATACENTERS % OF 6000 GLOBAL DATACENTERS 3,7 2,7 2,5 By Region USA 15,3 W.Europe By Type 47,9 Asia & Oceania E.Europe 45,9 30,6 Telco Carrier-neutral provider 27,6 Lat.Am & Caribbean Middle East & Africa 12,7 Financial Institution Internet content-cloud provider 5,3 5,5 Other of which Germany ~25% UK/Ireland ~25% SOURCE: OVUM GLOBAL DATA CENTER ANALYZER BUSINESS SWEDEN 16 SEPTEMBER, 2015 5
REQUIREMENTS ON DIGITAL INFRASTRUCTURES INCREASE EXPONENTIALLY EIU, CISCO, OVUM, COMPANY PRESS RELEASES, BCG ANALYSIS BUSINESS SWEDEN 16 SEPTEMBER, 2015 6
GLOBAL POWER CONSUMPTION & FOOTPRINT 2015 46.5 GW + 6%..ICT now uses 50% more energy than global aviation Outsourced: 35% 12.3 GW + 3.3% Outsourced: 30% < 1 GW 37.7 Msqm + 5.6% World 10.7 Msqm + 2.9% Europe Nordics < 1 Msqm DATACENTERDYNAMICS, JUNE 2015, DCD CENSUS 2013, DIGITAL POWER GROUP BUSINESS SWEDEN 16 SEPTEMBER, 2015 7
COMPETITIVENESS OF SWEDISH INDUSTRY AND SERVICE SECTOR SWEDEN, DATACENTER INVESTMENTS PER SEGMENT (SHARE) Mega Datacenters Public Sector Healthcare Finance Other industries SME Utilities Manufacturing Mega DC Other services SCHNEIDER ELECTRIC, IDC BUSINESS SWEDEN 16 SEPTEMBER, 2015 8
BUSINESS SWEDEN 16 SEPTEMBER, 2015 9
ENERGY EFFICIENCY ANALOGY: CAR FUEL CONSUMPTION 1.05 liters/10km 2-2.5 liters/10km BUSINESS SWEDEN 16 SEPTEMBER, 2015 10
NORDICS ARE PROVEN GROUND FOR WEBSCALE SELECTED INVESTMENTS, 2009-2015 GOOGLE FACEBOOK GOOGLE APPLE GOOGLE YANDEX Renewables % of total production >50% 40-50 30-40 20-30 10-20 <10 SOURCE: EUROSTAT NOVEMBER 2013, LÅNGSIKTSPROGNOS 2012, KORTSIKTSPROGNOS 2012 BUSINESS SWEDEN 11
CARBON FOOTPRINT FROM POWER GENERATION Carbon footprint in grams CO 2 per kwh of power generated (2013) Asia 900 USA 600 EU 450 Nordic 100 Sweden 20 Source: Vattenfall BUSINESS SWEDEN
NORDICS: ESTIMATED GROWTH Potential impact by 2020: 46.5 GW + 6% additional 4-6 TWh Outsourced: 35% 12.3 GW + 3.3% Outsourced: 30% Euro: 3.3 billion Til 2017, half of which from webscale players MW: +300% Sqm: +250% 37.7 Msqm + 5.6% 10.7 Msqm + 2.9% < 1 GW < 1 Msqm World Europe Nordics BROADGROUP REPORT 2015, 112 OPERATORS SURVEYED. BUSINESS SWEDEN, VATTENFALL BUSINESS SWEDEN 16 SEPTEMBER, 2015 13
COMPARISON WITH PRIME EUROPEAN MARKET RELATIVE COSTS 4,5 4 3,5 3 2,5 2 1,5 1 Norden Land L Sverige 0,5 0 BUSINESS SWEDEN ANALYS BUSINESS SWEDEN 16 SEPTEMBER, 2015 14
VAD SKULLE SVERIGE KUNNA GÖRA MER? Harmonisering av energiskatten inom Norden (pågående utredning SOU Dir. 2014:72) Öka satsningar på digital infrastruktur (jfr. Finland bygger ny fiber till Tyskland, Norge till Skottland) Förutsägbarhet och snabbhet i tillståndsgivning för infrastruktur, detaljplanering och bygglov. Mät! Stimulera och benchmarka energieffektivisering med USA & EU stor potential! Samarbeta tydligare med EU för att sänka (digitala) gränser och skapa legala ramverk & policy som tillåter snabb teknologisk förändring (datalagring/integritet, säkerhet, e-commerce, etc) Accelerera offentlig sektors inköpskompetens..we re determined to utilise our unique buying power and become a more intelligent customer BUSINESS SWEDEN 16 SEPTEMBER, 2015 15
BUSINESS SWEDEN 16 SEPTEMBER, 2015 16
TYPICAL 10-YEAR BUSINESS CASE Improvem ents 5% Land 2% WEB-SCALE DATACENTER Capex Taxes 2% Land 1% DC Build 93% Energy 40% Capex + Opex with servers DC Build 34% Energy 13% Taxes 1% Land 0% DC Build 11% Improvements 1% 2 billion SEK Maintenance/Repair 3% Improvements 2% Site Services 4% Maintenance/Re pair 9% Site Services 12% 5.5 billion SEK Incl server refresh Server/Network Capital 67% INDUSTRY SOURCES 16.5 billion SEK BUSINESS SWEDEN 16 SEPTEMBER, 2015 17
FACEBOOK ECONOMIC EFFECTS, LULEÅ 3.75 bnsek CAPEX 1.5 bnsek locally in Luleå 500 FTE during peak construction 316 MSEK OPEX per year 90% locally in Luleå economic impact 9 bnsek + 4500 jobs 2012 1.5% of region s total economy 10 years 260 arbetstillfällen full utbyggnad NodePole 120 nya arbetstillfällen + 30 indirekta jobb 1a hallen 300 bygg & anläggning per år till 2017 följdetableringar KnC Miner, Hydro66 Goodtech, EMC, Milestone, Fusion Cloudberry regional strategi LTU BUSINESS SWEDEN 16 SEPTEMBER, 2015 18 Report by BCG, commissioned by Facebook, July 2014 Report by CiiR (Centre for Inter-organisational Innovation Research, Luleå) and WSP Group, commissioned by Tillväxtverket, July 2014
HUR VÄLJER MAN LOKALISERING KONKURRENS OM LÄGSTA KOSTNAD FÖR OPTIMALA FÖRUTSÄTTNINGAR Land mot Land Region mot Region Stad mot Stad Sajt mot Sajt Livstidskostnad Totalt elpris (el, transmission, distribution, skatter, annat Stöd (investeringsstöd, skattelättnader, markpris, markförberedelser, infrastruktur) Tillgång på mark Infrastruktur: el, vatten, avlopp Fiber Risk / säkerhet Kompetens BUSINESS SWEDEN 16 SEPTEMBER, 2015 19