Data center capex growth has accelerated dramatically in the past 2 years, reaching US$500 billion in 2025. Strong growth is set to continue, with investment set to reach US$1.5 trillion. North America has historically dominated investment and will continue to be a key regional market, but there is also accelerating demand from China, India, and East Asia. There are significant AI-driven infrastructure requirements across the 2025 to 2035 horizon, and an accelerating shift toward 60 to 120 kW/rack environments that require liquid cooling and electrical modernization.

Microsoft Azure, Alphabet (Google Cloud), Amazon Web Services (AWS), META, Alibaba Cloud, Tencent Cloud, Byte Dance, and Apple are pivotal to this growth and represent over 95% of global hyperscale AI compute capacity growth. 

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