2025年全球数据中心指数

Contents Foreword03Executive Summary04Introduction & Methodology05Key Definitions06 Section I: Global Growth07 Section II: Regional Growth12 Regional Live Supply Growth13Regional Pipeline Supply Growth15Regional Early Stage Supply Growth18Global Live Supply Growth Projections20 Section III: Americas Regional Focus22Regional Supply Growth23Qualified Supply Projections25Americas Growth Index26 Foreword The 2025 edition of the Global Data Centre Index, clearly shows three key trends—demandis stronger than ever, investor appetite for digital infrastructure is increasing, but the industryfaces 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 talked-about challenge in the data centre sector. This year, our research provides tangible evidencethat a lack of available capacity within the grid has started to have an impact on the rateof development. Our data shows that an accelerating commitment to develop new data centre capacity is notcoinciding with an increase in projects under construction. This trend, first observed in theAPAC region in 2023, can now be seen in the United States, where a hitherto uninhibited rate ofincrease 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 acrossboth colocation and self-build schemes. Public cloud remains the largest user of space with52% of known take-up. While AI has been discussed as a major driver of demand for digitalinfrastructure, dedicated AI deployment only accounted for 11% of take-up. Demand from AItake-up is however increasing rapidly and has roughly doubled each year since 2022. There are several possible outcomes for the sector. Excess demand and a constrained supplypipeline will in the short term most likely lead to continued increases in colocation rents whichwe have already observed in EMEA and Americas regions, and which we predict will also followon to APAC in the near future. A special thanks to the analysts of DC Byte who patiently reviewed seven-and-a-half thousanddata centre schemes over the past year to produce this report. I hope you find it as informativeas we have. Ed GalvinFounder and Chief Evangelist Executive Summary The fundamental driver of the data centre sector, demand for ITcapacity, has never been stronger. But the very success of theindustry places a new challenge for its participants to solve theemerging supply challenge. The ability of developers to bring to market enough supply to keep pace with demand isshowing clear signs of challenge in our latest analysis. •Live Supply grew by 26GW from 2019 to 2024, a 30% increase in the rate of growth seenfrom 2018 to 2023. Since 2019, new capacity delivered each year has increased by 2.2x. •The rate of new schemes commencing construction between 2019 and 2024 has increasedby 4x, generally trending with the increase in live capacity. In the past 18 months, however,growth of the Under Construction pipeline has slowed. •New committed schemes in 2024, have increased by 3.7x since 2019 and is far outpacingthe growth in Live and Under Construction capacity. That, combined with the trends in theUnder Construction pipeline, illustrates the current bottleneck the industry is experiencingin efforts to bring future capacity to market. At the end of 2024, the distribution of new live supply growth has favoured the United Stateswith 62% of IT power being built in the region in 2024 compared to 50% in 2023. Before 2023,the distribution of new IT capacity across EMEA, APAC and Americas regions remained broadlyproportional at 25%, 25% and 50% respectively. On the demand side, take-up of all capacity (both self-build and colocation) jumped by 29.8%compared to 2023 and continues an unbroken chain of year-on-year increases since 2015. Theability for the industry to service such demand is becoming strained, with space increasinglysold further up the development pipeline. •Sold Live Supply has increased by 2.3x since 2019 while the amount of capacity sold whileunder construction has increased by 2.8x. Space sold before construction saw the steepestgrowth, increasing by a staggering 33x. •Rents have consequently increased in the most developed markets globally, but has notsurfaced as a universal trend, with APAC yet to be fully impacted by this. The Americas remain the global leading region on all accounts of supply, with 87% of totaltracked capacity within the United States. The market now witnesses the impact of generativeAI and high-performance computing demand needs, stacked on the continuing surge inhyperscale and cloud activity. •Supply challenges—particularly power constraints—in the primary markets across NorthAmerica are leading to significant growth in formerly alternative markets.•Indexed growth rates point