JLL Report:2026 Global Data Center Outlook

The data center sector is projected to increase by 97 GW between 2025 and 2030, effectively doubling in size over a five-year period. By 2030, global data center capacity could reach 200 GW. This rapid growth will be driven largely by hyperscale cloud expansion and AI demand. The Americas is the largest data center region, representing about 50% of global capacity. The Americas also has the fastest growth rate of the three global regions, with a projected 17% supply CAGR through to 2030, preserving its position as the dominant data center region. The U.S. drives most of the activity in the region, accounting for about 90% of capacity in the Americas. Key highlights:

  • Nearly 100 GW of new data centers will be added between 2026 and 2030, doubling global capacity.
  • By 2030, AI could represent half of all workloads with inference becoming the primary driver.
  • The sector is experiencing an infrastructure investment supercycle requiring up to $3 trillion by 2030.
  • Tenants will likely spend an additional $1 to $2 trillion to fit out their space with IT equipment.

https://www.jll.com/en-us/insights/market-outlook/data-center-outlook