JLL's Forecast: Global Data Center Capacity to Hit 200GW by 2030

JLL Predicts Global Data Center Capacity to Reach 200GW by 2030

According to the latest JLL 2026 Global Data Center Outlook, the global data center capacity is set to nearly double, reaching approximately 200GW by 2030. This expansion is fueled by a $3 trillion investment supercycle driven largely by AI advancements, which are reshaping infrastructure demand. Currently at 103GW, the projected growth highlights the significant restructuring needed in data infrastructure to meet burgeoning AI and cloud computing demands.

AI to Consume 50% of Data Center Capacity by 2030

The report anticipates that AI workloads will account for half of all data center capacity by the end of the decade, up from roughly a quarter in 2025. This shift underscores a profound transformation within the industry, necessitating substantial investments in both technology and real estate. AI’s growing presence, particularly in hyperscale cloud operations, is expected to drive much of this development. These advancements are poised to redefine how data centers operate, emphasizing efficiency and scalability.

AI to consume 50% of data center capacity by 2030.

Investment Supercycle: $1.2 Trillion in Real Estate Development

The anticipated doubling of data center capacity will require an estimated $3 trillion in investments, with a significant $1.2 trillion allocated to real estate development. As detailed in JLL’s market insights, this boom will not only involve the construction of new facilities but also retrofitting existing infrastructures to handle the increased demand. The Americas will lead this charge, representing about 50% of global capacity and projected to experience the fastest growth.

97% Occupancy Highlights Tight Market Conditions

Current occupancy rates at data centers are nearing 97%, indicating a tight market that underscores the urgent need for expansion. The Digit.fyi analysis suggests that approximately 77% of the construction pipeline is al

Current occupancy rates at data centers are nearing 97%, indicating a tight market.

ready pre-committed to tenants, highlighting the robust demand and strategic planning by operators to secure capacity. These figures reflect a balanced market expansion, alleviating concerns of potential overheating or bubble risks.

Regional Growth: Americas Lead, Asia-Pacific Rising

Regionally, the Americas are set to continue their dominance in the data center landscape, with a projected supply CAGR of 17% through 2030. Meanwhile, Digitalisation World reports that Asia-Pacific is emerging as a significant player, driven by rapid technological adoption and government initiatives supporting digital infrastructure. Europe and the Middle East are also poised for growth, spurred by strategic investments and favorable regulatory environments.

Future Implications and Investment Strategies

As the industry braces for this expansive growth, investors are advised to align their strategies with the evolving landscape. RealEstateAbroad.com analysis suggests that targeting regions with aggressive growth projections, such as the Americas and Asia-Pacific, could yield substantial returns. Additionally, diversification across different stages of the construction pipeline—ranging from new builds to upgrades—will be crucial in mitigating risks and capitalizing on emerging opportunities.

Key Takeaways for Real Estate Investors

• Focus on regions with high growth potential, such as the Americas and Asia-Pacific.
• Consider investments in both new construction and existing facility upgrades.
• Monitor AI and cloud computing trends to anticipate capacity demands.
• Evaluate long-term infrastructure and energy strategies to support sustainable growth.