The global data center market is projected to reach approximately $622 billion in annual revenue by 2030, up from roughly $250 billion in 2023, according to market research projections. The compound annual growth rate implied by these estimates is approximately 14%, driven primarily by hyperscale cloud buildout, enterprise hybrid cloud adoption, and AI infrastructure investment.

North America accounts for roughly 40% of global data center market revenue, with the United States as the dominant market. The Asia-Pacific region is the fastest-growing geography, with data center investment in Singapore, Japan, South Korea, and Australia accelerating as enterprise cloud adoption in the region catches up to Western markets.

AI infrastructure represents the highest-growth segment within the broader data center market. GPU-accelerated servers, liquid cooling systems, high-speed interconnects, and the real estate and power infrastructure to support them are all growing faster than the overall market. NVIDIA's data center segment revenue exceeded $47 billion in fiscal year 2025, illustrating the scale of hardware investment flowing into AI compute infrastructure.

Colocation operators including Equinix, Digital Realty, and Iron Mountain have expanded capital expenditure guidance to meet demand from cloud providers and enterprises that prefer leasing data center capacity rather than owning it. Equinix has announced plans to invest more than $10 billion in new capacity between 2024 and 2026.

Data center real estate investment trusts, which own and lease the physical facilities, have outperformed broader REIT indices over the past three years as AI-driven demand for compute infrastructure has become a consensus institutional investment thesis.

Source: Statista -- https://www.statista.com/outlook/tmo/data-center/worldwide