Datacloud APAC Leadership Summit 2023 Survey

1. Please enter your details:

Name:
Organisation:
Email:

2. How optimistic are you on the outlook for the digital infrastructure sector in APAC?

3. How optimistic are you on the outlook for the data centre sector in APAC?

4. How optimistic are you on the outlook for the terrestrial fibre sector in APAC?

5. How optimistic are you on the outlook for the subsea cable sector in APAC?

6. In your opinion, what are the key drivers for the growth of the digital infrastructure market in 2023-2024 in APAC?

Increased demand for cloud-based services
Expansion of the internet of things (IoT)
Growth of big data
Rise of artificial intelligence and machine learning
Geopolitical and regulatory changes
Other (please specify):

7. How attractive do you see digital infrastructure classes in APAC for investment over the next three years? (score 1-5, with 1 = low, 5 = high)

	1	2	3	4	5
Subsea fiber	Subsea fiber 1	Subsea fiber 2	Subsea fiber 3	Subsea fiber 4	Subsea fiber 5
National/international long distance	National/international long distance 1	National/international long distance 2	National/international long distance 3	National/international long distance 4	National/international long distance 5
Data centers	Data centers 1	Data centers 2	Data centers 3	Data centers 4	Data centers 5
FTTH	FTTH 1	FTTH 2	FTTH 3	FTTH 4	FTTH 5
Mobile Towers	Mobile Towers 1	Mobile Towers 2	Mobile Towers 3	Mobile Towers 4	Mobile Towers 5
Mobile Small Cells	Mobile Small Cells 1	Mobile Small Cells 2	Mobile Small Cells 3	Mobile Small Cells 4	Mobile Small Cells 5

8. To the best of your knowledge, in APAC, what is the overall investor sentiment, considering capital to be deployed in digital infrastructure over 2023-2024:

Broadly positive
Neutral
Negative

9. Please explain your answer to Q8

10. How do you see the attractiveness of data centre investment in APAC evolve over the next three years vs. today?

11. How do you see the attractiveness of terrestrial fibre investment in APAC evolve over the next three years vs. today?

12. How do you see the attractiveness of subsea fibre investment in APAC evolve over the next three years vs. today?

13. What are the key challenges facing data centre investors in APAC (score 1-5, with 1 = low, 5 = high)

	1	2	3	4	5
Volatility of macro environment and unstable geopolitics	Volatility of macro environment and unstable geopolitics 1	Volatility of macro environment and unstable geopolitics 2	Volatility of macro environment and unstable geopolitics 3	Volatility of macro environment and unstable geopolitics 4	Volatility of macro environment and unstable geopolitics 5
Increase in the cost of financing	Increase in the cost of financing 1	Increase in the cost of financing 2	Increase in the cost of financing 3	Increase in the cost of financing 4	Increase in the cost of financing 5
Accumulation of power in the customers – hyperscalers	Accumulation of power in the customers – hyperscalers 1	Accumulation of power in the customers – hyperscalers 2	Accumulation of power in the customers – hyperscalers 3	Accumulation of power in the customers – hyperscalers 4	Accumulation of power in the customers – hyperscalers 5
Commercial challenges – pricing, service levels,	Commercial challenges – pricing, service levels, 1	Commercial challenges – pricing, service levels, 2	Commercial challenges – pricing, service levels, 3	Commercial challenges – pricing, service levels, 4	Commercial challenges – pricing, service levels, 5
Availability of fibre	Availability of fibre 1	Availability of fibre 2	Availability of fibre 3	Availability of fibre 4	Availability of fibre 5
Availability of power	Availability of power 1	Availability of power 2	Availability of power 3	Availability of power 4	Availability of power 5

Other (please specify):

14. What are the key challenges facing terrestrial fibre investors in APAC (score 1-5, with 1 = low, 5 = high)

	1	2	3	4	5
Volatility of macro environment and unstable geopolitics	Volatility of macro environment and unstable geopolitics 1	Volatility of macro environment and unstable geopolitics 2	Volatility of macro environment and unstable geopolitics 3	Volatility of macro environment and unstable geopolitics 4	Volatility of macro environment and unstable geopolitics 5
Increase in the cost of financing	Increase in the cost of financing 1	Increase in the cost of financing 2	Increase in the cost of financing 3	Increase in the cost of financing 4	Increase in the cost of financing 5
Accumulation of power in the customers – hyperscalers	Accumulation of power in the customers – hyperscalers 1	Accumulation of power in the customers – hyperscalers 2	Accumulation of power in the customers – hyperscalers 3	Accumulation of power in the customers – hyperscalers 4	Accumulation of power in the customers – hyperscalers 5
Commercial challenges – pricing, service levels,	Commercial challenges – pricing, service levels, 1	Commercial challenges – pricing, service levels, 2	Commercial challenges – pricing, service levels, 3	Commercial challenges – pricing, service levels, 4	Commercial challenges – pricing, service levels, 5
Availability of fibre	Availability of fibre 1	Availability of fibre 2	Availability of fibre 3	Availability of fibre 4	Availability of fibre 5
Availability of power	Availability of power 1	Availability of power 2	Availability of power 3	Availability of power 4	Availability of power 5

Other (please specify):

15. What are the key challenges facing subsea fibre investors in APAC (score 1-5, with 1 = low, 5 = high)

	1	2	3	4	5
Volatility of macro environment and unstable geopolitics	Volatility of macro environment and unstable geopolitics 1	Volatility of macro environment and unstable geopolitics 2	Volatility of macro environment and unstable geopolitics 3	Volatility of macro environment and unstable geopolitics 4	Volatility of macro environment and unstable geopolitics 5
Increase in the cost of financing	Increase in the cost of financing 1	Increase in the cost of financing 2	Increase in the cost of financing 3	Increase in the cost of financing 4	Increase in the cost of financing 5
Accumulation of power in the customers – hyperscalers	Accumulation of power in the customers – hyperscalers 1	Accumulation of power in the customers – hyperscalers 2	Accumulation of power in the customers – hyperscalers 3	Accumulation of power in the customers – hyperscalers 4	Accumulation of power in the customers – hyperscalers 5
Commercial challenges – pricing, service levels,	Commercial challenges – pricing, service levels, 1	Commercial challenges – pricing, service levels, 2	Commercial challenges – pricing, service levels, 3	Commercial challenges – pricing, service levels, 4	Commercial challenges – pricing, service levels, 5
Availability of fibre	Availability of fibre 1	Availability of fibre 2	Availability of fibre 3	Availability of fibre 4	Availability of fibre 5
Availability of power	Availability of power 1	Availability of power 2	Availability of power 3	Availability of power 4	Availability of power 5

Other (please specify):

16. In APAC, how will the relevance of the following data centre demand capacity factors change over 2023-2024? (score 1-5, with 1 = low, 5 = high)

	1	2	3	4	5
Hyperscaler capacity requirements	Hyperscaler capacity requirements 1	Hyperscaler capacity requirements 2	Hyperscaler capacity requirements 3	Hyperscaler capacity requirements 4	Hyperscaler capacity requirements 5
Hyperscaler demands for redundancy	Hyperscaler demands for redundancy 1	Hyperscaler demands for redundancy 2	Hyperscaler demands for redundancy 3	Hyperscaler demands for redundancy 4	Hyperscaler demands for redundancy 5
Enterprise cloud migration	Enterprise cloud migration 1	Enterprise cloud migration 2	Enterprise cloud migration 3	Enterprise cloud migration 4	Enterprise cloud migration 5
Video content	Video content 1	Video content 2	Video content 3	Video content 4	Video content 5
Gaming (e.g., mobile gaming, massive multiplayer gaming)	Gaming (e.g., mobile gaming, massive multiplayer gaming) 1	Gaming (e.g., mobile gaming, massive multiplayer gaming) 2	Gaming (e.g., mobile gaming, massive multiplayer gaming) 3	Gaming (e.g., mobile gaming, massive multiplayer gaming) 4	Gaming (e.g., mobile gaming, massive multiplayer gaming) 5
Regulator requirements for local data storage	Regulator requirements for local data storage 1	Regulator requirements for local data storage 2	Regulator requirements for local data storage 3	Regulator requirements for local data storage 4	Regulator requirements for local data storage 5

17. What do you see as the main providers of capital for data centres in APAC 2023-2024:

Strategic investors – DC operators / Telcos
Financial investors and private capital
Large institutions and public capital markets
Government and quasi-government institutions
Other (please specify):

18. What do you see as the main providers of capital for terrestrial fibre in APAC 2023-2024:

Strategic investors – Telcos
Financial investors and private capital
Large institutions and public capital markets
Government and quasi-government institutions
Other (please specify):

19. Which part of DC market value chain will attract most capital in 2023-2024:

Land lease/acquisition (REIT) model
Long-term wholesale colocation
Retail colocation players with strong service layers
Edge data centres
Cloud and ICT service providers
Other (please specify):

20. In your opinion, which parts of the DC business model will change the most in 2023-2024:

Technology, footprint, power supply, connectivity
Customer relations, service offering, SLAs
Geographical presence, footprint and scale
Regulatory and compliance shifts
Financing and balance sheet
Business economics, revenue and cost structure
Investor base, capital markets, private owners
Other (please specify):

21. How will the relevance of power supply for digital infrastructure change over 2023-2024?

22. With regards to energy, what are is the number one challenge facing digital infrastructure in APAC?

23. Within the digital infrastructure sector, what is the top priority for the next 12 months to ensure continued growth

24. Within the digital infrastructure sector, what is the top priority for the next 12 months to prevent further development of a digital divide?

25. As an investor / operator in the digital infrastructure industry, where do you see the greatest potential for future value creation and how are you addressing these opportunities?

26. Within the digital infrastructure sector in APAC, what keeps you awake at night?

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