拉丁美洲资料中心託管服务的成长机会

从超大规模到超高密度的转变将推动託管服务的成长。

企业对资料中心託管服务的需求正在快速成长。儘管各国成长率有所不同，但企业普遍认识到将基础设施外包给第三方并与服务供应商合作的优势。拉丁美洲5G网路的扩展将推动边缘资料中心的建设，从而实现更快、更可靠的资料传输。此外，该地区正在铺设海底光缆以改善网路连接。

持续的数位转型以及巨量资料、物联网和人工智慧/机器学习等技术的应用，正推动该地区乃至全球的託管服务供应商进行大量投资。人工智慧资料中心需要充足且稳定的电力供应，但许多地区面临电网容量限制、高成本、电网不稳定或严格的永续性法规等问题。拉丁美洲丰富的可再生能源和一体化的电网系统能够为超大规模资料超大规模资料中心业者以及注重环境、社会和管治(ESG) 的企业提供大规模人工智慧工作负载支援。拉丁美洲及其他地区的人工智慧工作负载和数位服务通常依赖位于美国或欧洲的伺服器，这会导致延迟、频宽成本增加以及合规性方面的挑战。

策略性选址的资料中心有助于降低人工智慧应用的延迟，这是直接影响效率和使用者体验的关键效能因素。本地资料中心还能确保遵守拉丁美洲的资料保护条例以及医疗保健、金融和政府等行业的在地化资料规则。扩展人工智慧丛集需要高密度託管、先进的冷却技术和专业人才的结合。许多新兴市场都面临上述一个或多个因素所带来的挑战。拉丁美洲，尤其是巴西，拥有成熟的资料中心建设生态系统、经验丰富的託管服务供应商以及不断成长的、具备超大规模和区域人工智慧部署专业知识的人才队伍。然而，新型人工智慧城市的规模也带来了许多挑战，因为资料中心将高度密集，规模将是现有设施的十倍。弗若斯特沙利文的这份研究报告分析了拉丁美洲资料中心託管服务市场，涵盖策略挑战、市场洞察、竞争格局、产业背景、市场动态、各国市场趋势、公司分析和成长机会。

报告摘要：拉丁美洲资料中心託管服务市场

受数位转型、人工智慧应用和超大规模投资成长的推动，拉丁美洲数据中心託管服务市场正进入高速增长期。该市场2024年规模为14.7亿美元，预计2029年将达35.9亿美元，复合年增长率高达19.6%。

云端运算的快速普及、人工智慧工作负载的不断增长以及对高密度託管基础设施日益增长的需求，正在推动巴西、智利、墨西哥和哥伦比亚的投资。 AWS、微软和Google等超大规模资料中心业者正在扩大其在该地区的业务版图，而Ascenty、Scala、ODATA和Elea Digital等当地产业营运商则在下一代人工智慧资料中心领域占据主导。

关键展望：

• 预计到 2029 年，拉丁美洲将新建 122 多个设施。
• 可再生能源占该地区电力结构的 60%，为永续性目标提供了支持。
• 巴西在资料中心託管市场占据领先地位，收入份额高达 54%。
• 对人工智慧推理和边缘运算的激增需求正在推动高密度设施的建设。
• 随着私募股权和基础设施基金将目光投向资料中心扩建，投资者活动日益活跃。

随着人工智慧驱动的工作负载、云端游戏和资料本地化政策重塑基础设施需求，拉丁美洲资料中心託管服务市场在具有扩充性、可再生能源和战略位置的託管生态系统中具有巨大的潜力。

市场概览：拉丁美洲资料中心託管服务市场

由于企业数位化、超大规模扩张以及人工智慧驱动运算的兴起，拉丁美洲资料中心託管市场正在经历变革。企业越来越多地将基础设施外包给託管服务供应商，以确保可扩展性、可靠性和合规性。

资料中心託管服务市场正快速扩张，主要得益于对人工智慧、物联网和5G基础设施的强劲需求。巴西、墨西哥、智利和哥伦比亚等策略性託管中心正在加速发展超大规模资料中心业务。巴西拥有成熟的可再生能源生态系统，在提供低碳能源解决方案方面处于主导地位，而这些解决方案对于高密集型的人工智慧工作负载至关重要。

技术整合：

人工智慧、边缘运算和绿色能源的融合正在重塑资料中心託管格局。服务供应商正在采用液冷和浸没式冷却、模组化设计以及人工智慧驱动的资料中心管理。 TAM-1、Humboldt 和 Firmina 等海底光缆增强了跨境连接，降低了超大规模资料中心业者的延迟和频宽成本。

区域优势：

• 巴西：拥有九个云端区域的人工智慧中心，并在清洁能源领域占据主导地位。
• 墨西哥：连结南北的战略门户。
• 智利：天然凉爽的气候优化了能源效率。
• 哥伦比亚：一个新兴的枢纽，拥有强大的光纤连接和稳定的法规环境。

该地区的清洁能源优势，加上不断增长的外国投资和基础设施现代化，使拉丁美洲成为全球资料中心託管市场成长最快的贡献者之一。

分析范围：拉丁美洲资料中心託管服务市场

本研究评估了 2024-2029 年拉丁美洲资料中心託管服务市场，重点关注零售和超大规模託管、边缘设施和人工智慧基础设施。

地理涵盖范围：巴西、智利、哥伦比亚、墨西哥以及其他拉丁美洲国家（秘鲁、阿根廷、厄瓜多等）。

服务范围：

• 空间租借（层架、笼子、私人套房）
• 电力和冷却基础设施
• 网路连线
• 安全和远端操控服务
• 託管和边缘託管服务

该分析涵盖市场规模、预测趋势、技术演进和竞争基准化分析，但不包括企业自有或仅限公共云端的资料中心。

Frost & Sullivan 的自下而上模型结合了容量预测（兆瓦）、与领先供应商的初步研究以及公共投资数据。

收入预测：拉丁美洲资料中心託管服务市场

预计拉丁美洲资料中心託管服务市场将从 2024 年的 14.7 亿美元成长到 2029 年的 35.9 亿美元，复合年增长率将达到 19.6%。

按国家/地区划分（2024 年收入份额）：

• 巴西 -53.8%
• 墨西哥 -16.8%
• 智利 -15.7%
• 哥伦比亚 -5.6%
• 其他 -8.1%

超过 49% 的市场收入集中在前四家公司（Ascenty、Equinix、Scala 和 America Movil）手中，预计到 2029 年将有超过 122 个新的託管站点运作。

成长要素：

• 人工智慧基础设施需要高密度，每个机架至少需要 20kW 的功率。
• 边缘和微型资料中心的成长
• 可再生能源併网
• 透过海底电缆连接促进延迟降低

凭藉成熟的电网和永续的能源政策，巴西将继续成为区域资料中心託管市场成长的关键驱动力。

细分市场分析：拉丁美洲资料中心託管服务市场

按类型：

• 零售託管：小型企业、金融服务和政府工作负载
• 超大规模託管：云端运算、人工智慧、游戏、内容供应商

按服务：

• 空间和电力租赁
• 连接性和安全性
• 託管和边缘服务

按行业划分：

• 云端与IT
• 金融、保险和证券
• 媒体与娱乐
• 政府
• 人工智慧与研究

按地区划分：

巴西凭藉其能源供应安全和人工智慧中心计画处于主导地位，而墨西哥和智利则凭藉其战略位置和气候效率吸引了超大规模投资。

资料中心託管服务市场的细分显示出向人工智慧赋能的高密度託管和边缘运算区域的明显转变，从而加强了该地区的人工智慧基础设施。

成长要素：拉丁美洲资料中心託管服务市场

• 人工智慧与超大规模扩张：对GPU驱动工作负载的需求
• 5G 和物联网：推动边缘资料中心部署
• 采用可再生能源：清洁能源有助于加强ESG合规性
• 加速云端迁移：企业外包关键基础设施
• 海底电缆的发展：提升频宽和降低延迟性能
• 政府资料在地化：促进区域託管的采用

  这些因素共同推动了拉丁美洲资料中心託管市场的快速扩张。

成长抑制因素：拉丁美洲资料中心託管服务市场

• 能源成本上涨：电力成本仍占营运成本的 50%。
• 技术工人短缺：训练有素的资料中心工程师短缺。
• 电网限制：墨西哥和智利电力供应延迟。
• 资本投资集中：高进入门槛限制了新进入者。
• 供应链延误：硬体和GPU短缺正在影响部署。

  这些挑战凸显了建立本地伙伴关係关係、升级电网和培养人才的必要性，以维持该地区託管业务的快速扩张。

竞争格局：拉丁美洲资料中心託管服务市场

拉丁美洲资料中心託管市场集中度中等，有超过 15 家企业，其中前四家企业占了 49% 的收入份额。

主要企业：

• Ascenty－区域领导企业。拥有36个设施，产能扩张495兆瓦。
• Scala 资料中心 - 在巴西建造一座容量为 4.75 GW 的人工智慧城市。
• Equinix－一家业务遍及全球、营运商中立的公司，在17个地点设有分公司。
• ODATA－在巴西和墨西哥扩展人工智慧资料中心。
• Elea Digital－「里约人工智慧之城」生态系统中的先驱企业。

新兴企业：Cirion、America Movil、EdgeConneX、HostDime、NextStream、Takoda

关键的差异化因素将体现在可再生能源的取得、人工智慧冷却创新和边缘部署。策略併购、光纤网路的扩展以及在地化设计的效率将决定在不断发展的资料中心託管服务市场中的领导地位。

目录

成长环境：拉丁美洲资料中心託管服务的转型

• 为什么经济成长变得越来越困难？
• The Strategic Imperative 8（TM）
• 拉丁美洲资料中心託管服务业的三个关键策略要务

成长机会分析

• 分析范围
• 定义
• 资料中心託管服务生态系统
• 市场概览
• 成长的关键成功因素

成长驱动因素

• 成长指标
• 成长要素
• 成长要素分析
• 成长抑制因素
• 成长抑制因素分析
• 收入预测注意事项
• 收入预测
• 收入预测分析
• 按国家分類的收入份额
• 各国资料中心託管服务供应商
• 按国家/地区分類的收入份额分析

市场趋势

• 主要市场趋势
• 日益成熟的人工智慧环境
• 企业人工智慧工作负载不断增加
• 服务供应商利用人工智慧来脱颖而出。
• 推动资料中心营运的永续性
• 资料中心冷却技术
• 资料中心冷却收入预测
• 资料中心冷却技术
• 边缘资料中心的新需求
• 拉丁美洲延迟要求
• 边缘运算需要地理位置分散的资产和位置
• 边缘资料处理与存储
• 对边缘资料中心的新需求

竞争格局

• 竞争环境
• 按营运规模分類的资料中心託管服务供应商
• 收益分成
• 按总容量分類的资料中心託管服务供应商
• 收入份额分析

竞争格局

• 竞争格局

成长机会领域

• 成长机会 1：建立资料中心设施以满足高密度超大规模需求
• 成长机会 2：增强人工智慧推理的资料处理能力
• 成长机会3：可再生能源：加强推动先进环境措施
• 成长机会 4：针对下一代资料中心架构的精密冷却解决方案
• 成长机会 5：针对低延迟应用的区域人工智慧边缘区域/中心

附录与未来工作

• 成长机会带来的益处和影响
• 未来计划
• 图表清单
• 免责声明

The Shift from Hyperscale to Hyperdense Accelerating Growth in Colocation Services

Enterprise demand for data center colocation services is rapidly growing. While growth varies across countries, enterprises recognize the benefits of outsourcing infrastructure to third parties and working with service providers. The expansion of 5G networks in Latin America will drive the construction of edge data centers, enabling faster, more stable data transfers. Submarine cable deployment is also occurring throughout the region to improve connectivity.

Continuous digital transformation and the adoption of technologies such as Big Data, IoT, and AI/ML are driving enormous investments from local and global colocation operators. AI data centers require massive and consistent power, but many regions face grid capacity constraints, high costs, grid instability, or stringent sustainability regulations. Latin America's abundant renewable energy and integrated grid system can support large-scale AI workloads for hyperscalers and environmental, social, and governance (ESG)-conscious enterprises. AI workloads and digital services in Latin America and other regions often rely on servers hosted in the United States or Europe, resulting in latency, increased bandwidth costs, and compliance hurdles.

Strategically located data centers help reduce latency for AI applications, a crucial factor in performance that directly impacts efficiency and user experience. Local data centers also ensure compliance with Latin American data protection regulations and sectoral data localization rules, such as those in healthcare, finance, and government. Scaling AI clusters requires a combination of high-density colocation, advanced cooling, and a skilled workforce. Many emerging markets struggle with one or more of these factors. Latin America, particularly Brazil, has a maturing data center construction ecosystem, experienced data center colocation providers, and a growing workforce with expertise in hyperscale and regional AI deployments. However, the scale of new AI cities poses several challenges, as data center sites are hyperdense and 10 times larger than current ones. This Frost & Sullivan study analyzes the Latin American data center colocation services market, covering strategic imperatives, market insights, competitive landscape, industry background, market trends, country-wise market dynamics, company analysis, and growth opportunities.

Report Summary: Latin American Data Center Colocation Services Market

The Latin American data center colocation services market is entering a high-growth phase, driven by digital transformation, AI adoption, and expanding hyperscale investments. Valued at $1.47 billion in 2024, the market is projected to reach $3.59 billion by 2029, registering an impressive CAGR of 19.6%.

Rapid cloud adoption, the rise of AI workloads, and increasing demand for high-density colocation infrastructure are accelerating investments in Brazil, Chile, Mexico, and Colombia. Hyperscalers like AWS, Microsoft, and Google are expanding regional footprints, while local operators such as Ascenty, Scala, ODATA, and Elea Digital lead with next-generation AI-ready data centers.

Key Insights:

• Over 122 new facilities are expected by 2029 across Latin America.
• Renewable energy accounts for 60% of the region's power matrix, supporting sustainability goals.
• Brazil dominates the data center colocation market with 54% revenue share.
• Surge in AI inference and edge computing demand is fostering high-density facility builds.
• Strong investor activity as private equity and infrastructure funds target colocation expansion.

As AI-driven workloads, cloud gaming, and data localization policies reshape infrastructure needs, the data center colocation services market in Latin America offers high potential for scalable, renewable, and strategically positioned colocation ecosystems.

Market Overview: Latin American Data Center Colocation Services Market

The Latin American data center colocation market is undergoing transformation, driven by surging enterprise digitization, hyperscale expansion, and the rise of AI-driven computing. Enterprises increasingly outsource infrastructure to colocation providers for scalability, reliability, and compliance.

The data center colocation services market is expanding rapidly, supported by robust demand for AI, IoT, and 5G-ready infrastructure. Strategic colocation hubs-Brazil, Mexico, Chile, and Colombia-are witnessing accelerated hyperscale activity. Brazil leads with a mature renewable energy ecosystem, offering low-carbon energy solutions critical for power-intensive AI workloads.

Technology Integration:

The convergence of AI, edge computing, and green energy is redefining the colocation landscape. Service providers are adopting liquid and immersion cooling, modular designs, and AI-powered data center management. Submarine cables like TAM-1, Humboldt, and Firmina enhance cross-border connectivity, reducing latency and bandwidth costs for hyperscalers.

Regional Strengths:

• Brazil: AI hub with 9 cloud regions and leadership in clean energy.
• Mexico: Strategic gateway for North-South connectivity.
• Chile: Naturally cool climate optimizes energy efficiency.
• Colombia: Rising hub due to strong fiber connectivity and stable regulation.

The region's clean energy advantage-combined with increasing foreign investment and infrastructure modernization-positions Latin America as one of the fastest-growing contributors to the global data center colocation market.

Scope of Analysis: Latin American Data Center Colocation Services Market

This study evaluates the data center colocation services market in Latin America for the period 2024-2029, focusing on retail and hyperscale colocation, edge facilities, and AI-ready infrastructure.

Geographic Scope: Brazil, Chile, Colombia, Mexico, and Other LATAM countries (Peru, Argentina, Ecuador, etc.).

Service Scope:

• Space leasing (racks, cages, private suites)
• Power and cooling infrastructure
• Network connectivity
• Security and remote hands
• Managed and edge colocation services

The analysis covers market sizing, forecast trends, technology evolution, and competitive benchmarking. It excludes enterprise-owned or public cloud-only data centers.

Frost & Sullivan's bottom-up model combines capacity forecasts (MW), primary research with leading providers, and public investment data.

Revenue Forecast: Latin American Data Center Colocation Services Market

The data center colocation services market in Latin America is expected to grow from $1.47 billion in 2024 to $3.59 billion by 2029, achieving a CAGR of 19.6%.

By Country (2024 Revenue Share):

• Brazil - 53.8%
• Mexico - 16.8%
• Chile - 15.7%
• Colombia - 5.6%
• Others - 8.1%

Over 49% of market revenue is concentrated among top four players: Ascenty, Equinix, Scala, and America Movil. More than 122 new colocation sites will become operational by 2029.

Growth Factors:

• AI infrastructure requiring >20kW per rack densities
• Expansion of edge and micro data centers
• Renewable power integration
• Submarine cable connectivity driving latency reduction

Brazil, supported by a mature power grid and sustainable energy policy, will remain the anchor of regional colocation growth.

Segmentation Analysis: Latin American Data Center Colocation Services Market

By Type:

• Retail Colocation: SMEs, financial services, and government workloads
• Hyperscale Colocation: Cloud, AI, gaming, and content providers

By Service:

• Space & Power Leasing
• Connectivity & Security
• Managed and Edge Services

By Industry:

• Cloud & IT
• BFSI
• Media & Entertainment
• Government
• AI/Research

By Geography:

Brazil dominates due to energy availability and AI hub initiatives, while Mexico and Chile attract hyperscale investment through strategic positioning and climate efficiency.

The data center colocation services market segmentation shows a distinct shift toward AI-ready, high-density colocation and edge computing zones, strengthening regional AI infrastructure.

Growth Drivers: Latin American Data Center Colocation Services Market

AI and Hyperscale Expansion: Demand for GPU-powered workloads.

5G and IoT: Fueling edge data center deployment.

Renewable Energy Adoption: Clean energy enhances ESG compliance.

Cloud Migration Acceleration: Enterprises outsourcing core infrastructure.

Submarine Cable Growth: Improving bandwidth and latency performance.

Government Data Localization: Encouraging regional colocation adoption.

Together, these factors are catalyzing rapid expansion of the data center colocation market across Latin America.

Growth Restraints: Latin American Data Center Colocation Services Market

• Rising Energy Costs: Power remains 50% of operational expense.
• Skilled Workforce Shortage: Lack of trained data center engineers.
• Grid Limitations: Power supply delays in Mexico and Chile.
• CapEx Intensity: High entry cost restricts new entrants.
• Supply Chain Delays: Hardware and GPU shortages affect deployment.

These challenges underline the need for local partnerships, power grid upgrades, and workforce development to sustain the region's rapid colocation expansion.

Competitive Landscape: Latin American Data Center Colocation Services Market

The Latin American data center colocation market is moderately consolidated with 15+ active participants and 49% revenue share held by the top four.

Major Players:

• Ascenty - Regional leader; 36 facilities with 495MW capacity expansion.
• Scala Data Centers - Building AI City in Brazil with 4.75GW capacity.
• Equinix - Global carrier-neutral footprint with 17 sites.
• ODATA - Expanding AI-ready data centers in Brazil and Mexico.
• Elea Digital - Pioneering "Rio AI City" ecosystem.

Emerging Players: Cirion, America Movil, EdgeConneX, HostDime, NextStream, and Takoda.

Key differentiation lies in renewable energy sourcing, AI cooling innovation, and edge deployment. Strategic M&A, fiber expansion, and localized design efficiency will determine leadership in the evolving data center colocation services market.

Table of Contents

Growth Environment: Transformation in Latin American Data Center Colocation Services

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Latin American Data Center Colocation Services Industry

Growth Opportunity Analysis

• Scope of Analysis
• Definitions
• Data Center Colocation Services Ecosystem
• Market Overview
• Critical Success Factors for Growth

Growth Generator

• Growth Metrics
• Growth Drivers
• Growth Driver Analysis
• Growth Restraints
• Growth Restraint Analysis
• Revenue Forecast Considerations
• Revenue Forecast
• Revenue Forecast Analysis
• Revenue Share by Country
• Data Center Colocation Service Providers by Country
• Revenue Share Analysis by Country

Market Trends

• Key Market Trends
• Maturing AI Landscape
• Increasing Enterprise AI Workloads
• Service Provider Leveraging AI for Differentiation
• Embracing Sustainability in Data Center Operations
• Data Center Cooling Technologies
• Data Center Cooling Revenue Forecast
• Data Center Cooling Technologies
• Emerging Need for Edge Data Centers
• Latency Requirements in Latin America
• Geographically Dispersed Assets and Number of Locations Required for Edge Computing
• Data Processing and Storage at the Edge
• Emerging Need for Edge Data Centers

Competitive Landscape

• Competitive Environment
• Data Center Colocation Service Providers by Quantity of Operation
• Revenue Share
• Data Center Colocation Service Providers by Total Capacity
• Revenue Share Analysis

Competitive Profiles

• Competitive Landscape

Growth Opportunity Universe

• Growth Opportunity 1: Establishment of Data Center Facilities to Address High-Density Hyperscale Demand
• Growth Opportunity 2: Increased Data Processing for AI Inferencing
• Growth Opportunity 3: Renewable Energy to Consolidate Commitment to Advanced Environmental Practices
• Growth Opportunity 4: Precision Cooling Solutions for Next-Generation Data Center Architecture
• Growth Opportunity 5: Regional AI Edge Zones/Hubs for Low-Latency Applications

Appendix & Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer