Key Insights
In 2024, AI demand drove a record $57 billion in global data center investment, with hyperscalers accounting for approximately 80% of all data center demand.
North American data center supply increased by 34% year-over-year in 2024, reaching 6,922.6 MW, with an additional 6,350 MW under construction by year-end.
The U.S. Department of Energy projects that data center electricity demand could double or triple by 2028, driven by AI applications and other factors.
AI Analysis
The demand for AI infrastructure is expected to continue driving significant growth in data center investments and expansion over the next 6-18 months...
Market Outlook
Short-Term
In the short term, the surge in AI-driven data center demand is leading to record-low vacancy rates and increased power consumption, prompting rapid expansion and investment in the sector.
Long-Term
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