Statistiques data centers

Global data center capex has been raised to more than $1 trillion in 2026 and is now forecast to surpass $3 trillion annually by 2030 — nearly double Dell'Oro's January 2026 outlook of $1.7 trillion.

Dell'Oro Group

Cumulative data center investment need for 2025–2030 is estimated at $6.7 trillion, of which $5.2 trillion is for AI capacity.

McKinsey

The colocation market is worth $91–104B in 2025 and is projected to reach $165–204B by 2030 (14–16% CAGR).

MarketsandMarkets / Grand View Research

About 100 GW of new data center capacity will be delivered worldwide in 2026–2030, creating roughly $1.2 trillion of real estate value.

JLL

Global data center demand is projected to nearly triple to 219 GW by 2030; ~70% of new demand is AI workloads.

McKinsey

AI-ready capacity is set to grow from ~54% of global data center capacity in 2025 (44GW of 82GW) to ~71% by 2030 (156GW of 219GW).

McKinsey

North America primary-market vacancy hit a record-low 1.4% in H1 2026; Northern Virginia sits at 0.2%.

CBRE

80.4% of all primary-market data center space under construction is already preleased, up from 74.3% a year earlier.

CBRE

North American wholesale colocation averages $196/kW/month (H2 2025), up 6.5% year over year.

CBRE

Ashburn (Northern Virginia) wholesale rates for 10MW+ blocks averaged $173/kW/month (range $160–185) in H1 2026, up just 1.5% YoY — a sharp deceleration from H2 2025's record pace as record-low 0.2% vacancy collided with fewer large deals closing.

CBRE, North America Data Center Trends H1 2026

Singapore is Asia-Pacific's most expensive colocation market at $330–475/kW/month (avg ≈ $403).

CBRE

A retail colocation rack (3–5 kW) in the US typically costs $500–1,500 per month.

Coloprice v1 aggregation

H100 on-demand rental spans $1.49–6.98/GPU·h (Q2 2026); 1-year contracts rebounded 40% to $2.35/GPU·h between Oct 2025 and Mar 2026.

Silicon Data / SemiAnalysis

Southeast Asia's data center market will grow from $15.72B (2025) to $35.08B by 2031 (14.32% CAGR).

ResearchAndMarkets, Southeast Asia Data Center Market Landscape 2026-2031

Thailand is the region's fastest-growing market: 0.77 GW (2025) to a projected 2.93 GW by 2030 (~30.6% CAGR).

Mordor Intelligence

Thailand's BOI approved a new record THB 958 billion (~$29B) of investment in May 2026 — six projects, three of them data centers, led by TikTok's $25B expansion.

Thailand BOI

TikTok/ByteDance's approved investment in Thai data centers has grown to roughly $25 billion — the largest project in the country.

Mingtiandi

Johor, Malaysia's data center market is now valued at $39.11B with a pipeline of 8,542 MW and colocation vacancy at just 0.7%; build costs reached $12M/MW.

Knight Frank via EdgeProp

From February 2026 Malaysia restricts new non-AI data centers over grid and water constraints — a window for Thailand and Vietnam.

Malaysian government / DCD

Vietnam has Southeast Asia's cheapest data center construction at $6–8M per MW; a data-localization law takes effect Jan 1, 2026.

Mordor Intelligence

Big tech has contracted ~9.8 GW of nuclear capacity across 13 deals: Microsoft (Three Mile Island restart, 835 MW), Google (Kairos SMRs, 500 MW), Amazon (X-energy, up to 12 SMRs), Meta (5.2 GW), plus 2.2 GW from other data-center operators.

SMR Intel

The first 'nuclear electrons' dedicated to AI data centers are expected in 2027 (Crane Clean Energy Center).

Constellation / Introl

Grid connection — not floor space — is the binding constraint on new data center supply in every major market.

Data Center Knowledge

Modern AI halls are designed for 60–130+ kW per rack, making liquid cooling the default for new AI capacity.

Coloprice v1 aggregation

Thailand's commercial electricity rate is ~THB 4.20–4.55/kWh (≈ $0.12) — 15–20% above Malaysia and Vietnam. A separate green tariff (UGT2) for large users incl. data centers went live in March 2026 at ~THB 4.56/kWh, requiring a 10-year supply agreement with MEA/PEA.

MEA/PEA / Bangkok Post / BOI (UGT2)