MARKET INTELLIGENCE BRIEF
DATA CENTER MARKET 2024–2030 Outlook · Global
EXECUTIVE HEADLINE
A USD 364.59 B market reshaping itself around AI, hyperscale capex, and sustainability. Hyperscalers and colocation operators are converting AI workloads, energy-
backed capacity, and interconnection density into the defining competitive moat of the next decade.
2024 MARKET SIZE
2030 FORECAST
USD 308.46 B
USD 646.16 B
Base year position
Projected revenue
CAGR 2025–2030
LEADING REGION
12.13%
Europe 38.2% of 2024 global share
Compound annual growth
INDUSTRY ECOSYSTEM AT A GLANCE
Hyperscalers — AWS (26.4%), Microsoft (16.4%), Google Cloud (10.1%), and Meta (9.6%) anchor demand via owned regions. Global Operators / REITs — Equinix, Digital Realty, NTT Global Data Centers compete on interconnection density and neutrality. Regional & Edge Specialists — 21Vianet, GDS, STT GDC, EdgeConneX, Vantage capture enterprise, telecom, and latency-sensitive workload flow. End-user mix (2024): Cloud Service Providers 37.1%, Telecom 14.2%, Technology 12.5%, BFSI 9.1%, Retail 7.1%.
Visual: Server infrastructure reflecting the AI-era build-out
Source: Next Move Strategy Consulting — Data Center Market Report
Copyright © Next Move Strategy Consulting | 01 / 04
SECTION 02 GROWTH DRIVERS & OPPORTUNITIES
AI compute, hyperscale capex, and energysecured capacity are the three engines pulling the market to USD 646 B. DEMAND DRIVERS
AI / M L W O R K L O AD S
H YPER SC AL E C APEX
EN T ER PR ISE N EAR SH O R IN G
~ 945 TWh
USD 77.7 B
IEA 2030 projected electricity demand from AIoptimised centres.
Amazon 2024 tech-infrastructure outlay; Google adding USD 75 B in 2025.
Data-sovereignty rules and hybrid-cloud migration underpin multi-year colocation demand across major metros.
HIGH-GROWTH SEGMENTS
Hyperscale & GPU-Ready Pods
Modular & Water-Efficient Cooling
AI/ML training and inference drive ultra-dense, low-latency
Air-cooled, indirect evaporative, and closed-loop designs
compute pods. Secured PPAs or on-site generation translate
shorten permitting cycles, expand siting options in water-
into premium ARPU and multi-year contracts — the clearest
stressed markets, and unlock premium "low-WUE" tenants
2025–2030 opportunity.
migrating off legacy assets.
REGIONAL OPPORTUNITIES
North America (29.4% share): fastest-expanding region — anchor hyperscale campuses, established PPA markets in TX / OK. Europe (38.2% — leading region): sustainability mandates, FLAP-D premium pricing, data-residency demand.
Asia-Pacific (21.1%): Singapore, Tokyo, Sydney metros plus emerging India / Indonesia capacity. MEA & LATAM: selective hyperscale corridors backed by sovereign-cloud initiatives and nearshoring flows.
Source: Next Move Strategy Consulting — Data Center Market Report, IEA 2025
Copyright © Next Move Strategy Consulting | 02 / 04
SECTION 03 COMPETITIVE SCENARIO
62.5% of the hyperscale tier sits with four players — but fragmentation below the top creates the addressable opportunity. 2024 MARKET SHARE — TOP HYPERSCALERS
AWS
26.4%
Microsoft
16.4%
Meta Platforms
9.6%
Others (fragmented)
37.5%
Google Cloud
10.1%
COMPETITIVE POSITIONING MATRIX
SCALE PLAYERS
INTERCONNECTION
Hyperscale-owned compute
Neutral, carrier-rich
Amazon Web Services Microsoft Azure Google Cloud · Meta
Equinix · Digital Realty NTT Global Data Centers Carrier-neutral, interconnection density, multi-region campus scale.
Own-region compute, AI-driven capex cycle, energysecured expansion.
CoreSite · QTS · Vantage DataBank · Switch GPU-ready pods, high-density racks, premium ARPU tenure.
EDGE & REGIONAL
SPECIALISTS
Latency & local fit
GPU-ready / AI-ready
KEY STRATEGIES — EXPANSION · PARTNERSHIPS · M&A
Expansion: AWS multi-billion AUD investment 2025–29; Google USD 75 B capex 2025; Meta multi-hundred-billion USD data-centre pipeline. Partnerships: Long-term PPAs, sovereign-cloud alliances (e.g. Microsoft Saudi Arabia, three Azure AZs), UAE / KSA / India digitaleconomy MoUs. M&A: Equinix acquired BT's Irish data-centre business for USD 61.3 M (Dec 2024) — consolidation continues to accelerate time-torevenue vs. greenfield.
Source: Next Move Strategy Consulting — Data Center Market Report
Copyright © Next Move Strategy Consulting | 03 / 04
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Copyright © Next Move Strategy Consulting | 04 / 04