2026 Global Data Center Outlook

JLL

Research

9 Pages

JLL’s 2026 Global Data Center Outlook touches on how to navigate AI demand, power constraints and global opportunities in 2026.

Date published: January 2026

Key Takeaways

New Capacity: Nearly 100 GW of new data centers will be added between 2026 and 2030, doubling global capacity. The global data center sector will likely expand at a 14% CAGR through 2030, which will require energy innovations to alleviate grid constraints.
AI: By 2030, AI could represent half of all workloads with inference becoming the primary driver. AI only represented about a quarter of all data center workloads in 2025, with training driving most of the demand.
Infrastructure Investment Supercycle: The sector is experiencing an infrastructure investment supercycle requiring up to $3 trillion by 2030. Roughly 100 GW of new capacity is anticipated to come online between 2026 and 2030, equating to $1.2 trillion in real estate asset value creation.
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