Inside Data Centre Podcast Richard Ludwig: M&A Activity in the Data Center sector.
In this episode of the Inside Data Centre Podcast, Andy Davis is joined by Richard Ludwig, Director of Digital Infrastructure at Elantra. Richard breaks down the major financial and M&A activity that shaped 2025, from early market wobbles caused by DeepSeek and Microsoft lease cancellations to record-breaking deals, including the $40 billion Cyline acquisition. They also explore what's driving continued investment in 2026 and beyond.
Key Topics:
- Why 2025 saw the largest data centre M&A deal ever at $40BN.
- Enterprise colo making a comeback as hyperscale valuations price out mid-market funds.
- Neo clouds emerging as a new category of customer alongside hyperscalers.
- Power constraints, AI growth zones, and the UK's pricing challenges.
- Full stack acquisitions and Middle East expansion trends for 2026.
- Why flashy megawatt announcements aren't always what they seem.
Tune in for a sharp, insider look at where the money's flowing, and where it's heading next.
Download the report here - Alantra 2025 Data Centre M&A Review - DataX Connect
Learn more about Alantra - Alantra | Possibility is in the ascent
The Inside Data Centre Podcast is recorded in partnership with DataX Connect, a specialist data centre recruitment company based in the UK. They operate on a global scale to place passionate individuals at the heart of leading data centre companies.
To learn more about Andy Davis and the rest of the DataX team, click here: DataX Connect