2025年全球数据中心市场发展报告_31页_13mb

Global Data Centre Index 2025 Summary

Core Content

The Global Data Centre Index 2025 provides a comprehensive overview of the global data centre market, highlighting the growing demand for IT capacity and the challenges in meeting this demand with available supply. The report underscores the critical role of the Americas, particularly the United States, in driving data centre development, while also noting the increasing importance of emerging markets in APAC and EMEA.

Main Points

Global Trends

• Strong Demand: IT capacity demand has never been stronger, with record global take-up increasing by 29.8% compared to 2023 and a 12,975MW total.
• Supply Constraints: The industry faces a serious supply bottleneck, especially due to power limitations. While the rate of new schemes being committed has increased 3.7x since 2019, the growth of live and under construction capacity has slowed.
• Rents Inflation: Colocation rents have increased by over 30% in the Americas and EMEA over the past 24 months. APAC has not yet seen a similar trend.
• AI Impact: AI is a growing demand driver, but its impact on data centre capacity take-up is still in the infancy stage, accounting for 11% of known take-up in 2024. However, its demand is increasing rapidly, doubling each year since 2022.

Supply Growth by Region

• Live Supply Growth:

  • Americas: 18.8% CAGR from 2019–2024, with the US accounting for 91% of new live supply in the last 12 months.
  • APAC: 19.3% CAGR, driven by India (900MW) and Malaysia (450MW), with Johor showing 145% CAGR due to its role as a spillover market for Singapore.
  • EMEA: 13.3% CAGR, with London (598MW) and Dublin (540MW) leading the growth. MENA within EMEA saw a more than tripled increase in Live Supply.

• Pipeline Supply Growth:

  • Americas: 37.0% CAGR, with over 30GW of growth from 2019–2024. Committed Supply has grown significantly faster than Under Construction.
  • APAC: 21.8% CAGR, with 9.2GW of pipeline growth. The region is still lagging in AI-driven demand.
  • EMEA: 30.0% CAGR, with Nordic and GCC regions showing notable growth due to renewable energy and government support.

• Early Stage Supply Growth:

  • Americas: 90.5% CAGR, with over 35GW added in 2024. This growth is largely driven by AI demand and the emergence of tertiary markets.
  • APAC: 69.9% CAGR, with India, Malaysia, Australia, Japan, and Thailand contributing 76% of the 22GW of Early Stage growth from 2019–2025.
  • EMEA: 69.9% CAGR, with large-scale projects in non-core markets like Kuwait and the UK.

Key Information

Definitions

• Live Supply: Operational IT power, whether leased or not.
• Under Construction (U/C) Supply: IT power currently under development.
• Committed Supply: IT Load that is highly likely to be added to the market, with necessary elements secured.
• Pipeline Supply: Sum of U/C and Committed Supply.
• Qualified Supply: Sum of Live, U/C, and Committed Supply.
• Early Stage (ES) Supply: IT Load announced or speculated but not yet secured for development.

Market Projections

• Global Live Supply: Projected to reach 53.8GW in the Americas by 2029, with a lower bound of 47.4GW.
• APAC Live Supply: Projected to grow from 13.2GW in 2024 to 32.8GW in 2029, with a lower bound of 28.4GW.
• EMEA Live Supply: Expected to continue growing, supported by cloud adoption and digital transformation.

Challenges

• Power Constraints: A major bottleneck in the Americas, particularly in primary markets like Northern Virginia, Silicon Valley, and New York.
• Regulatory and Land Limitations: Especially in EMEA, where strict regulations and limited land availability have slowed growth.
• Construction Delays: Observed in Under Construction pipelines, with Americas seeing a decline in growth in Q4 2024, indicating a transition bottleneck from planning to deployment.

Conclusion

The data centre industry is experiencing a rapid increase in demand, but supply constraints, particularly in power availability, are limiting the ability to meet this demand. The Americas continues to be the global leader in data centre supply, while APAC and EMEA are also showing strong growth. The emergence of AI is reshaping the market, but its impact on capacity take-up is still limited. As the industry moves forward, innovation in sustainable power solutions and efforts to secure land and regulatory approvals will be critical to addressing these supply challenges and maintaining the pace of growth.