Leading Provider of Next-Gen Datacenters for High-Performance Computing Applications October 2023 Demands of Real Estate Development
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Brad Barton EVP of Real Estate & Development • Husband, Father of 3 boys, outdoors, sports. • Have executed over $2.5 billion in mission critical datacenter projects in the US and Mexico • More recently, delivered multiple hyperscale, wholesale, and colocation datacenters totaling over 450 megawatts for large REITs, social media clients and financial institutions Introduction
The entire building went up in just over a year, under budget (at $40 million) and well ahead of schedule. Source: Rare Historical Photos 2023 The Key Success To Constructing the Empire State Building: ü Efficient Design ü Experienced Workforce ü Assembly Line Construction ü Financial Incentives ü Innovation ü Use of elevators Planning – Lessons Learned From the Past Design = Weeks Construction = ~12 Months
Today's Challenges
Design Planning – The Key To Success Datacenter design is an iterative process involving input from internal stakeholders and OEMs. UNCERTAINTY / PATTERNS / INSIGHTS CLARITY / FOCUS Research and Exploration Concepts and Schematic Finished Design Programming 2023 J F M A M J J A S O N D Schematic Design 2023 J F M A M J J A S O N D Design Development 2023 J F M A M J J A S O N D Construction Documents 2023 J F M A M J J A S O N D Problems with the Design Phase:
Colocation Datacenters Datacenter Complications Ø Lots of power in, lots of heat out- meanwhile, plan for tech not invented yet, plan for local jurisdictions , etc.) Ø SLAs have improved over 20 years, emphasizing reliability and performance. Ø APLD is seeing tenants moving away from 99.9999% = lots of upfront capital. Ø Network components – In house expertise in AI
Internet and Datacenters! Early 90's Birth of "IT Closets" within the 4 walls of company's business Mid 90's to early 2000s ."com" surge – 24x7 operation DCaS (Datacenter as a service) AWS introduced cloud computing Early 2000's DLR Went public $12 Average deal size: • Average deal size for a lease • 2019-2020 – 10/20MW • 2021-2022 – 36MW • 2023 – 36-72MW • 2024 – 1-300MW Certainly, additional transformation is inescapable. While the future remains uncertain, cutting-edge colocation facilities provide organizations with the optimal opportunity to prepare for it
Bridging the Gap
Activity 1 2 3 4 5 6 7 8 9 Produce suspended floor calculations 1 1 x x Produce suspended floor plans and sections 2 x 2 x x Pad foundation calculations 3 x 3 Produce pad foundation plans & sections 4 x x 4 Concrete basement calculations 5 x x 5 Produce basement concrete basement layout 6 x x x 6 x x x Produce ground-bearing floor slab (incl. beams) 7 x x 7 x x Produce below ground plumbing layouts 8 x 8 x Produce underground utility layout 9 x 9 Bridging the Gap O rd er o f A ct iv it y Order of Activity Design Process
Bridging the Gap Design to Build – not the other way around: Choose Equipment & Materials (with input on lead time, skilled labor availability, other factors) then design to it. Vendor 1 Efficient Design: Design-to-Equipment and Material Availability Standard Shipping Time (Weeks) to first unit shipped 27 52 75 Standard Shipping Time (weeks) to last unit Shipped 46 70 90 Vendor 2 Vendor 3
Bridging the Gap Right Experience, Right Timing
Bridging the Gap “Assembly Line” Construction
Summary: Assembly line construction today is often referred to as Prefabrication and it starts with design. Bridging the Gap “Assembly Line” Construction
What Is Next? “AI Brain in a building” Building: 3 story 100MW Rack Density: 45KW-150KW a rack Building Design: Purpose built for AI workloads Network core: Centralized Core
What Is Next? Power Search Pipeline
Leading Provider of Next-Gen Datacenters for High-Performance Computing Applications Thank You