Taranis Capital have built an outstanding team of investor relations professionals who ensure every project receives a fast, personal service, based on diligence, transparency and responsiveness.
Taranis Capital’s investment thesis centres on funding the planning, construction, and operation of reliable data centres in emerging economies, where digital infrastructure is critical to driving economic development. We focus on supporting projects that enable rapid deployment of data centre capacity, helping countries strengthen their digital economies, attract investment, and create sustainable growth. By combining our capital with deep expertise in infrastructure development and strong regional partnerships, we help accelerate the delivery of essential data centre services that form the backbone of modern economic progress.
The global data centre industry is a multi-trillion-dollar market, with a total addressable market exceeding $2 trillion in 2024. This sector underpins the digital economy, supporting cloud computing, AI workloads, fintech infrastructure, and global enterprise IT operations. The market comprises thousands of operators, developers, and infrastructure firms – from hyperscale providers and colocation specialists to regional and niche data centre companies. Private equity (PE) capital primarily targets established operators, platform roll-ups, greenfield developments, and infrastructure projects requiring significant capital deployment and operational expertise. The US, Europe, and Asia (notably China, India, and Singapore) are the largest data centre markets, while the Middle East, Africa, and Latin America are seeing growing PE interest as demand for regional capacity accelerates.
Hundreds of new data centre projects are initiated globally each year, driven by surging demand for cloud services, AI processing, video streaming, and digital transformation. In 2023, over 500 significant data centre developments were announced or commenced construction globally. These include hyperscale builds, edge facilities, and sustainable/green data centres. The scale of these projects – often requiring hundreds of millions or billions of dollars in capital expenditure – aligns with private equity’s appetite for long-term infrastructure investments with predictable cash flows.
Private equity investment in data centres has grown substantially over the past five years. Global PE capital deployed into data centre assets was around $30 billion in 2020, rising sharply to over $50 billion in 2021 amid heightened digital infrastructure demand. By 2023, PE investment surpassed $70 billion, with 2024 on track for similarly high levels despite macroeconomic pressures. Large platform acquisitions, portfolio company expansions, and greenfield joint ventures have defined recent deal activity, with individual transactions frequently exceeding $500 million. The focus on resilient cash-generating assets, scalability, and strategic regional footprints continues to drive robust PE interest in the sector.
