Скачать или смотреть Enterprise Co-location and Wholesale Data Centers with Thibault Contat Desfontaines

Why do banks, hospitals, and media giants still insist on keeping their servers within a two-hour drive of headquarters? Despite the push for the cloud, the "Third Bucket" of the data center market—Enterprise Co-location—remains a critical, high-barrier asset class.

Thibault Contat Desfontaines joins Aulium to break down the specific economics of Wholesale and Retail co-location. He explains how investors structure deals to pass through energy volatility to tenants and why physical proximity for IT maintenance creates a geographical moat around urban centers that hyperscalers cannot easily disrupt.

Wholesale vs. Retail: Understanding the difference between single-tenant institutions and multi-tenant SME setups.

The Energy Pass-Through: How to protect returns by isolating the investor from power consumption spikes.

The 2-Hour Rule: Why the need for physical IT access dictates the geography of enterprise infrastructure.

About the Guest: Thibault Contat Desfontaines is an infrastructure investment professional focused on identifying secular trends and managing assets across digitalization, energy transition, and mobility sectors.

About Aulium: Aulium is a video show dedicated to Innovation and Private Capital. Hosts Thomas Viguier and Markus Perkumas interview industry leaders to uncover the mechanics of European tech ecosystems, M&A strategies, and the future of investing.

Connect with us:

Follow Aulium on LinkedIn:   / aulium  

Thomas Viguier:   / tviguier  

Markus Perkumas:   / markusperkumas  

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