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GSBR Research

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Founder, CEO, GSBR Research

Garvit Bhandari

Founder, CEO

Thematic (Sector/Industry)

India Real estate management and development / Thematic (Sector/Industry)

<ul>
<li>Global data center capacity to nearly double from 103 GW (2025) to 200 GW by 2030 per JLL. Capital expenditure to reach upto US$1.7 trillion by 2030.</li>
<li>Hyperscalers Microsoft, Amazon, Meta and Alphabet set to spend over US$700 billion on data centers in 2026.</li>
<li>Power is the binding constraint. Electricity demand nearly doubles to 1,587 TWh by 2030 (as per S&amp;P 451), with grid delays and rising local rates emerging as key risks.</li>
</ul>


Global data center capacity to nearly double from 103 GW (2025) to 200 GW by 2030 per JLL. Capital expenditure to reach upto US$1.7 trillion by 2030.
Hyperscalers Microsoft, Amazon, Meta and Alphabet set to spend over US$700 billion on data centers in 2026.
Power is the binding constraint. Electricity demand nearly doubles to 1,587 TWh by 2030 (as per S&amp;P 451), with grid delays and rising local rates emerging as key risks.


Data Centers: The Trillion-Dollar Build-Out Investors Can't Ignore