Cogent Communications: Challenges Monetizing Small-Scale Data Centers
Former Senior Managing Director at JLL
inpractise.com/articles/cogent-communications-challenges-monetizing-small-scale-data-centers
Cogent Communications: Challenges Monetizing Small-Scale Data Centers(July 31, 2025)
Former Senior Managing Director at JLL
Interview Transcript
This is a snippet of the transcript.Contact Salesto get full access.
Yes.
Regarding Cogent, the problem with smaller sites is that unless you unlock a lot more power, you need to be at least at 50 megawatts to be competitive. This is a scale game on the investment side. A poor example, but you'll understand. If you're running an airline you there's probably some break point where like you say, I want at least 200 seats. You're not going to run an airline with five seats. And that's the parallel with respect to the stuff that you're talking about. It's just too small. You're not going to get a lot of interest because with the operating expenses, you get the benefit of scale. It's so expensive to have engineers there. There are these costs because you're maintaining the environment. So it's just the opex and the capex. So I would say, maybe you get away with 30, but you really probably want 50 and then it goes to portfolio value. You go to market with that stuff. No one's going to want that stuff when it's that small. It doesn't move the needle. It doesn't do anything for me.
This is a snippet of the transcript.Contact Salesto get full access.
Related Content
Cogent: Fiber Lifespan, IP Transit Price Deflation & IPv4 Opportunity
Former Strategic Capture - Hyperscaler Division - at Lumen Technologies
Cogent Communications, Microsoft, & Dark Fiber Networks
Former Director, Global Network Engineering at Microsoft
Cogent: IP Transit Strategy, Competitive Positioning & Peering
Former Senior Director of Product Management at Lumen
Cogent, Lumen & Global ISP Networks: A Customer's Perspective
Former Senior Director of Product Management at Lumen
Copyright Notice
This document may not be reproduced, distributed, or transmitted in any form or by any means including resale of any part, unauthorised distribution to a third party or other electronic methods, without the prior written permission of IP 1 Ltd.
IP 1 Ltd, trading as In Practise (herein referred to as "IP") is a company registered in England and Wales and is not a registered investment advisor or broker-dealer, and is not licensed nor qualified to provide investment advice.
In Practise reserves all copyright, intellectual and other property rights in the Content. The information published in this transcript (“Content”) is for information purposes only and should not be used as the sole basis for making any investment decision. Information provided by IP is to be used as an educational tool and nothing in this Content shall be construed as an offer, recommendation or solicitation regarding any financial product, service or management of investments or securities. The views of the executive expressed in the Content are those of the expert and they are not endorsed by, nor do they represent the opinion of In Practise. In Practise makes no representations and accepts no liability for the Content or for any errors, omissions, or inaccuracies will in no way be held liable for any potential or actual violations of laws, including without limitation any securities laws, based on Information sent to you by In Practise.
© 2025 IP 1 Ltd. All rights reserved.