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Podcast: Thoughts on the Market
Episode: Why European Data Centers Are Set for Major Growth
Description: Morgan Stanley’s Europe Telecom Analyst outlines three factors pointing to a boom, the obstacles to overcome and the associated industries most likely to benefit.---- Transcript -----Welcome to Thoughts on the Market. I'm Emmet Kelly, head of Morgan Stanley's European Telecom team. Today, I'll be talking about the rise of data centers in Europe.The subject of data centers has, until now, largely been confined to the U.S. However, we believe that this is all about to change; and we also think the market si...