全球资料中心营运商概况、託管、2026 年

Data Center Operator Profiles, Colocation, Global, 2026

出版日期: 2026年01月14日 | 出版商:

Frost & Sullivan | 英文 102 Pages | 商品交期: 最快1-2个工作天内

价格

简介目录

人工智慧/高效能运算工作负载推动转型成长

在资料中心产业，託管是指为客户提供资料中心空间、机架、电力和网路资源的服务。託管服务大致分为两类：“批发/超大规模託管服务”，为电力需求高的客户提供大型数据中心空间；以及“零售託管服务”，为电力资源相对有限的个人客户提供小规模机房和机架设施。

本研究分析了託管资料中心营运商，并基于投资策略和理念、技术基础设施建设方法、地理布局和区域重点、资料中心容量、人工智慧准备度和人工智慧基础设施转型、市场地位、实体基础设施策略和展望、永续性、ESG（环境、社会和治理）及监管重点以及未来展望等关键标准，对每家营运商进行概况分析，提供深入的分析和见解。公司概况包括 Equinix、Digital Realty、Vantage、Cyrusone、NTT、QTS、中国电信、EdgeConnex、Switch、STT GDC、Global Switch、GDS Holdings、Cologix、Colt DCS 和 Iron Mountain。

Colocation refers to the provision of data center space, racks, power, and network resources for customers in the data center industry. Colocation commonly has two types: wholesale/hyperscale colocation services, which includes extensive data center spaces for customers with high power requirements; and retail colocation services, including small space cage or rack fitment with lower power resources per customer.

This research analyzes data center operators in the colocation segment and offers in-depth analysis and insights by profiling each colocation operator on key criteria: investment strategy and philosophy, technology infrastructure approach, geographical presence and regional focus, data center capacity, AI-readiness and AI infrastructure transformation, market position, physical infrastructure strategy and outlook, sustainability, ESG and regulatory focus, and future outlook. Profiled companies are Equinix, Digital Realty, Vantage, Cyrusone, NTT, QTS, China Telecom, EdgeConnex, Switch, STT GDC, Global Switch, GDS Holdings, Cologix, Colt DCS, and Iron Mountain.

Research Scope

Scope of Analysis

Growth Environment: Transformation in the Data Center Industry

Why Is It Increasingly Difficult to Grow?
The Strategic Imperative 8(TM)
The Impact of the Top 3 Strategic Imperatives on the Data Center Industry

Data Center Operator Profiles, Colocation

1. Equinix
2. Digital Realty Trust
3. Vantage Data Centers
4. CyrusOne (KKR/GIP)
5. NTT Global Data Centers
6. QTS (BLACKSTONE)
7. China Telecom Corporation
8. EdgeConneX
9. Switch
10. STT GDC (ST Telemedia)
11. Global Switch
12. GDS Holdings
13. Cologix
14. Colt DCS
15. Iron Mountain
Cross-operator Comparison Table

Growth Opportunity Universe in Colocation

Growth Opportunity 1: AI-Optimized Thermal Platforms for 800W-1500W Racks
Growth Opportunity 2: AI-Centric Retrofit Platforms for Constrained EMEA and Mature Metro Markets
Growth Opportunity 3: Grid-Interactive Energy Systems and Utility-Aligned Power Blocks