The latest IDCA Data Center Report provides a comprehensive view of the global data center landscape, covering energy consumption, connectivity, security, and the rise of AI-driven infrastructure. IDC's Datacenter Facilities Index offers quantitative insights into current and forecast worldwide datacenter installation patterns through 2029. In the United States, the race for AI dominance is intensifying, exemplified by OpenAI's ambitious $500 billion “Stargate” initiative to build next-generation AI infrastructure nationwide. 3B of work in 2026, and the constraint is no longer capital. You'll leave this briefing able to spot where schedule risk really sits. 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. Hyperscalers will remain a key driver of sector growth. The heavy computing power required by AI workloads, coupled with growing demand for AI technologies, has sparked a global building boom to construct high-performance facilities and ensure reliable energy sources.
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