2025年全球数据中心市场发展报告.pdf

2025年全球数据中心市场发展报告。The 2025 edition of the Global Data Centre Index, clearly shows three key trends—demand is stronger than ever, investor appetite for digital infrastructure is increasing, but the industry faces a serious challenge in its ability to meet both current and future demand.

The lack of available power for ever larger data centre schemes is possibly the most talkedabout challenge in the data centre sector. This year, our research provides tangible evidence that a lack of available capacity within the grid has started to have an impact on the rate of development.

Our data shows that an accelerating commitment to develop new data centre capacity is not coinciding with an increase in projects under construction. This trend, first observed in the APAC region in 2023, can now be seen in the United States, where a hitherto uninhibited rate of increase in construction began to flatten out in mid-2024.

The slowdown in the rate of construction commencing is in complete contrast to demand, with record global take-up increasing by 30% on 2023 figures for a total of 12,975MW across both colocation and self-build schemes. Public cloud remains the largest user of space with 52% of known take-up. While AI has been discussed as a major driver of demand for digital infrastructure, dedicated AI deployment only accounted for 11% of take-up. Demand from AI take-up is however increasing rapidly and has roughly doubled each year since 2022.