> **来源：[研报客](https://pc.yanbaoke.cn)** # ASIA PACIFIC DATA CENTRE H1 2026 UPDATE Summary ## Core Content The Asia Pacific data centre market experienced strong growth in H1 2026, driven by increasing demand for AI, cloud services, and enterprise digital transformation. New operational capacity reached approximately 1,372MW, with an additional 7,103MW added to the development pipeline, bringing the total to 26,455MW. This growth continued to push the market maturity spectrum upward, with several markets reclassified due to evolving conditions and thresholds. The report outlines the market maturity status of 30 Asia Pacific data centre markets, using a refined methodology and additional data validation to assess their growth potential over the next decade. It also provides detailed overviews of key primary and secondary markets, including Tokyo, Singapore, Sydney, Mumbai, Hong Kong, China, Johor, Seoul, Jakarta, Bangkok, and others. ## Main Markets Overview ### **Primary Markets (Top 9)** - **Tokyo**: - 123 data centres, 33 operators - Operational capacity: 1,397MW, Under construction: 220MW - Colocation vacancy: 4.4% - Market focus: AI-ready deployments, retrofitting existing facilities, and alternative formats due to land and power constraints - Key developments: Watt-Bit Collaboration, modular data centres, hybrid cooling systems - **Singapore**: - 51 data centres, 26 operators - Operational capacity: 1,068MW, Under construction: 25MW - Colocation vacancy: 4.8% - Market focus: Sustainability, strategic value, and quality over quantity - Key developments: DC-CFA2 program, Green Mark Platinum certification, low carbon energy solutions - **Sydney**: - 51 data centres, 21 operators - Operational capacity: 917MW, Under construction: 116MW - Colocation vacancy: 2.2% - Market focus: Large-scale campuses, hyperscale-ready developments, and national digital sovereignty initiatives - Key developments: Stargate Data Centers, Macquarie Data Centres, SMAP subsea cable - **Mumbai**: - 54 data centres, 20 operators - Operational capacity: 890MW, Under construction: 281MW - Colocation vacancy: 7.9% - Market focus: Continued expansion, deep development pipeline, and institutional capital - Key developments: AWS, STT GDC, Digital Edge, and NTT facilities - **Hong Kong, China**: - 49 data centres, 21 operators - Operational capacity: 592MW, Under construction: 185MW - Colocation vacancy: 15.6% - Market focus: Increased interest from Chinese mainland investors, international connectivity, and security considerations - Key developments: Completion of two data centres, Sandy Ridge site awarded to Range Intelligent Computing Technology Group - **Johor**: - Operational capacity: 1,397MW (up 24% from H2 2025) - Development pipeline: Over 4GW - Market focus: Hyperscale investment, robust project execution, and long-term supply pipeline - Key developments: Continued hyperscale activity, strong operator presence - **China (Mainland)**: - Operational capacity: 1.8GW - Development pipeline: 21,691MW - Market focus: AI and cloud expansion, leading in operational capacity - **Seoul**: - Operational capacity: 1,110MW, Under construction: 602MW - Colocation vacancy: 0.7% - Market focus: High demand, low vacancy, and strong operator presence - **Jakarta**: - Operational capacity: 1,110MW, Under construction: 602MW - Colocation vacancy: 0.7% - Market focus: Rapid growth, driven by hyperscale and enterprise demand ## Key Secondary Markets - **Delhi, Taipei, Auckland, Manila, Ho Chi Minh City, Perth** - These markets are highlighted for their growing potential, though they remain in the early stages of maturity. - Combined operational capacity: 208 data centres - Cumulative vacancy: 18.0% (down from 26.0% in the previous half) - Key drivers: Improved digital infrastructure, enterprise demand, and long-term growth fundamentals ## Market Maturity Index - **Powerhouse Markets**: Johor, Tokyo, Beijing, Sydney, and Mumbai remain the largest markets, with combined operational and development pipelines exceeding 3GW. - **Established Markets**: Melbourne, Bangkok, Kuala Lumpur, Jakarta, Shanghai, Seoul, Hong Kong, and Singapore are the fastest-growing, accounting for 32% of operational capacity and 51% of the under-construction pipeline. - **Developing Markets**: Osaka, Hyderabad, Chennai, Delhi NCR, and Guangzhou show slower growth, with 8% of operational capacity and 19.7% vacancy rate. - **Emerging Markets**: Pune, Batam, Taipei City, Auckland, Perth, Bengaluru, Canberra, Manila, Busan, Ho Chi Minh City, Hanoi, and Brisbane are the earliest stage markets, with 7% of operational capacity and 18.0% vacancy. ## Key Trends and Developments - **AI and Cloud Expansion**: AI and cloud investment accelerated, with hyperscalers and neoclouds driving demand, especially in power-constrained environments. - **Capital Markets Activity**: Resilient despite macroeconomic uncertainty, with a focus on large, AI-ready deals and long-term capital. - **Development Pipeline Growth**: Southeast Asia leads with 2,382MW of under-construction capacity (50% of regional total), with Malaysia and Thailand as key contributors. - **Land and Power Constraints**: Primary hubs are seeing increased focus on peripheral areas and new locations for capacity growth. - **Modular and Efficient Solutions**: Modular data centres and hybrid cooling systems are gaining traction in response to urban and physical constraints. ## Future Outlook - **Growth Projections**: Australia, India, Japan, and Malaysia are expected to exceed 2GW by 2028. - **Strategic Focus**: Investment will concentrate in markets with scalable power, developable land, and robust network connectivity. - **Regional Leadership**: Markets like Johor, Singapore, and Mumbai are expected to remain central to the region's digital infrastructure growth. ## Summary The Asia Pacific data centre market in H1 2026 continued to expand rapidly, driven by AI and cloud demand. While primary markets like Tokyo, Singapore, Sydney, Mumbai, and Hong Kong saw strong operational and development growth, secondary and emerging markets also showed improvement. The Maturity Index highlights the evolving landscape, with some markets reclassified based on updated thresholds. The focus on sustainability, scalability, and strategic positioning is shaping the future of data centre development across the region.