JOHN DINSDALE
DATA CENTRE STRATEGY
JOHN DINSDALE
TITLE: CHIEF ANALYST & RESEARCH DIRECTOR
COMPANY: SYNERGY RESEARCH GROUP
INDUSTRY: MARKET RESEARCH
A leading authority on IT and cloud markets, John Dinsdale provides expert analysis on market sizing, segmentation and competitive landscapes, with a key focus on data centre infrastructure.
kingmakers. The data centre sector offers a rare combination of utility-like stability and technology-driven growth that appeals to institutional investors.
“ Specialist data centre operators have either not been able or were not prepared to fund those investments themselves, while private equity investors have been more than willing to step in and fund growth initiatives,” notes John Dinsdale, Chief Analyst at Synergy Research Group. Data centres are“ very much being viewed as long-term safe havens for investments, even during turbulent times, which has caused a huge influx in private equity,” he notes.
PE forays into data centres have been increasingly frequent in recent months. Blackstone’ s consortium shattered industry records with its US $ 16bn acquisition of Asia-Pacific hyperscale operator AirTrunk in late 2024, following a series of multi-billion-dollar takeprivate deals targeting established US operators including CyrusOne( acquired by KKR), Switch and CoreSite, as private equity firms systematically consolidated the industry’ s leading platforms.
106 September 2025