- A new report from JLL confirms that the data center market is not in an AI bubble but is entering a cycle of strong and sustainable growth driven by AI infrastructure demand.
- Between 2026 and 2030, the global data center market is projected to grow at a 14% CAGR, with approximately 100 GW of new capacity to be built, effectively doubling current capacity.
- In 2025, AI accounted for about 25% of total data center computing volume; this ratio is considered low relative to its long-term potential.
- The most optimistic scenario suggests growth could reach a 20% CAGR if AI continues to boom; even the worst-case scenario (decreased AI investment, weakening economy, geopolitical tensions) sees a 7% increase, which is still considered very high.
- Semiconductor chips for data centers will rise from 20% to 50% of the total semiconductor market by 2030, creating a market worth approximately $180 billion.
- Chipmakers and infrastructure firms such as Nvidia, TSMC, and Micron, along with cloud and neocloud providers, will benefit greatly; many stocks saw double to triple-digit percentage gains in 2025.
- From 2027, inference will surpass training, forcing data centers to become more decentralized to serve users regionally.
- Power supply has become the decisive factor for construction sites, driving the “bring your own power” model, battery storage, and energy investments alongside real estate.
📌 Conclusion: JLL’s report indicates that AI is not creating a bubble but is pulling the data center industry into a long-term growth cycle. With a 14% CAGR between 2026 and 2030, 100 GW of new capacity will be generated, matching the current 100 GW total. Starting in 2027, inference will surpass training, forcing data centers to be more decentralized to serve regional users. Power supply becomes the decisive factor for location, driving the “bring your own power” model, battery storage, and energy investment alongside real estate.
