19 July 2021
Where technology and infrastructure collide
What impact has covid had on the digital transformation of infrastructure assets?
Olivier Laroche: There is no doubt covid has accelerated pre-existing digital transformation trends, notably regarding infrastructure software deployed by IT departments to deploy, monitor and scale corporate applications. There is a growing need for cybersecurity solutions, increased need for analytics, and IT departments have massively accelerated their migration plan to the public cloud – something we have witnessed at most of our portfolio companies, which are all now moving to a hybrid model, incorporating both cloud and on-premises infrastructure.
This trend has impacted our data centre investments, where we have observed a step-up in cloud migration. Indeed, there has been a massive increase in demand for data capacity from the GAFAMs, driven by the acceleration of the digital transformation that has impacted every aspect of our lives.