Our Focus

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Data Centers & Edge
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Enterprise & Cloud
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Wholesale Fiber
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Retail Broadband

Our Clients

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Investors
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Technology Providers
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Digital Infra Ecosystem

Our Markets

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Africa
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Middle East & North Africa
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Asia Pacific
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XALAM ANALYTICS

We provide the data and strategic insights that underpin investment in digital infrastructure across emerging markets, from connectivity and data centers to cloud and AI


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OUR REPORTS


AFRICA

The Rise of the African Cloud

2023 Edition

Cloud services have become one of the most essential pillars of Africa’s digital transformation. Our analysis of the African private and public cloud investment opportunity is here.

MIDDLE EAST

The KSA Data Center Boom

2024 Edition

The Saudi colo market is brimming with upside. Capacity volumes are skyrocketing, demand is strong, competition is intensifying, and AI workloads are coming.

AFRICA

The African Data Center Gigawatt

2022 Edition

Our reference report on the African data center opportunity. Including analysis of investor questions, from overbuild risk to sustainability, hyperscaler deployments and data center asset valuations.

NORTH AFRICA

Egypt Data Centers: Primed for Take-off

2024 Edition

The most populous country in the Arab world, the third largest economy in the MENA region and a crucial corridor for global trade. Egypt is a highly undersupplied data center market at the onset of the cloud era.

FEATURED RESEARCH


At a time when opportunities for returns seem increasingly scarce in a high cost of capital environment, our new report argues that the Middle East’s singular combination of economic vision, cloud and AI push makes MENA data centers one of the most extraordinary digital infrastructure investment opportunities in the Global South - geopolitics notwithstanding.

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MARKET BRIEFS

Sample research notes and market briefs by the Xalam research team. Client, newsletter subscription and upon request-only.

VISUALIZE THE DATA


Tracking the physical infrastructure anchoring our virtual worlds

Underneath the digital prowess of cloud and AI lies a gigantic digital infrastructure ecosystem, including data centers. Hyperscale cloud providers are speeding up the construction of cloud data center facilities, bringing digital applications closer to billions of users around the world and spurring a seminal transformation in the world’s global digital infrastructure.

This visualization tracks the location of public cloud regions and availability zones by the world's top 10 hyperscale cloud providers. Explore and draw your own conclusions.


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