Actionable Benefits
- Plan capacity strategies with confidence by understanding how active, available, and provisioned capacity evolve over time.
- Align Artificial Intelligence (AI) infrastructure investments with clear visibility into workload growth patterns and inflection points.
- Benchmark operator segments (hyperscalers, neoclouds, sovereign clouds) to guide partnership and competitive positioning.
- Anticipate regional dynamics and power-related constraints that will shape deployment timelines.
- Identify strategic opportunities in emerging AI-centric and sovereignty-driven infrastructure markets.
Research Highlights
- A detailed breakdown of global data center capacity states—active, available, and under-the-roof by operator, region, and type of workload, from 2025 to 2035.
- Comprehensive analysis of operator segments: Tier One and Tier Two hyperscalers, neocloud providers, and sovereign clouds.
- Detailed research into growth trajectories and inflection points—including when AI workloads will overtake legacy workloads.
Critical Questions Answered
- Which operator segments will lead capacity growth through 2035?
- How do regional trajectories differ for hyperscalers, neoclouds, and sovereign clouds?
- Where will grid access and permitting bottlenecks impact expansion?
- How does headroom strategy vary across operator types?
- When will AI workloads overtake legacy workloads globally and regionally?
Who Should Read This?
- Cloud and data center strategy leaders: To optimize capacity planning and investment roadmaps.
- Enterprise Chief Technology Officers (CTOs)/Chief Information Officers (CIOs) and AI leaders: to align AI deployment strategies with infrastructure readiness.
- Infrastructure developers and ecosystem partners: to anticipate regional build-out and power constraints.
- Government and public sector planners: to shape sovereignty programs and national AI strategies.