JLL forecasts nearly 100 GW of new global data-center capacity by 2030
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JLL estimates that global data-center capacity stood at about 103 GW at the turn of 2025–2026 and that nearly 100 GW of additional capacity could enter service between 2026 and 2030. The expansion could require up to $3.2 trillion of data-center infrastructure investment, driven primarily by hyperscaler and AI demand.
- JLL estimates global data-center capacity at about 103 GW at the turn of 2025–2026.
- Nearly 100 GW of new data-center capacity is expected to enter service during 2026–2030.
- JLL puts potential infrastructure investment required for a capacity doubling by 2030 at up to $3.2 trillion.
- AI workloads could rise from 25% of data-center workloads in 2025 to around 50% by 2030.
- Hyperscaler demand is identified as the primary expansion driver, with implications for power infrastructure and grid interconnection.
JLL expects the global data-center market to add nearly 100 GW of capacity during 2026–2030, following an estimated installed base of about 103 GW at the turn of 2025–2026. The firm projects a 14% compound annual growth rate for the sector and suggests that total global capacity could reach 200 GW by 2030—an outcome presented as a possibility rather than a certainty.
JLL estimates that doubling capacity by 2030 could require up to $3.2 trillion in data-center infrastructure investment. Of that total, new real estate could account for $1.2 trillion, with a further $1 trillion to $2 trillion allocated to equipping facilities. Separately, Knight Frank estimates global data-center spending at $2.8 trillion to $3.2 trillion over the next five years.
Cloud and internet hyperscalers are identified as the principal drivers of the expansion. AI-related computing represented one-quarter of all data-center workloads in 2025 and could account for roughly half by 2030, according to the estimates cited. That workload shift could increase requirements not only for data-hall capacity and IT equipment, but also for grid interconnection and new power infrastructure.
The projected construction and equipment cycle is substantial relative to wider energy investment: the cited estimate puts global energy-sector investment at $3.4 trillion in 2026. The source also states that five leading technology companies spent more than $400 billion on data centers in 2025, with their data-center capital expenditure expected to rise by about 75% in 2026.
These figures are forecasts and market estimates rather than evidence of completed capacity additions. Their realisation will depend on the industry’s ability to develop facilities, procure and install equipment, secure grid connections, and scale power supply alongside rapidly growing hyperscaler and AI demand.
The forecast points to a large-scale buildout spanning data-center real estate, IT and facility equipment, grid connections, and new power supply. If realised, the growing share of AI workloads could make scalable power and compute infrastructure increasingly central to project competitiveness.
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