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市场调查报告书
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1851105

超大规模资料中心：市场占有率分析、产业趋势、统计数据和成长预测（2025-2030 年）

Hyperscale Datacenter - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 100 Pages | 商品交期: 2-3个工作天内

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简介目录

预计到 2025 年，超大规模资料中心市场规模将达到 1,673.4 亿美元，到 2030 年将达到 6,023.9 亿美元，年复合成长率为 23.58%。

超大规模资料中心市场-IMG1

规模经济、人工智慧驱动的硬体需求以及主权云端监管正在重塑资料中心的设计，GPU机架的功率密度通常超过50kW。欧洲和亚太地区，加上主要金融科技中心即时支付的强制性要求，每年新增产能超过3GW。业者正从风冷转向晶片级液冷，荷兰和新加坡已引入监管性热税，促使企业更加重视碳排放的位置。在硅片短缺和公用设施前置作业时间延长的情况下，战略性土地储备和多年期GPU供应合约正成为至关重要的竞争优势。

全球超大规模资料中心市场趋势与洞察

在美国和中国，需要50kW以上机架的以GPU为中心的AI/ML工作负载正在爆炸性成长。

人工智慧训练丛集正在重塑资料中心的布局，Google已经部署了功率高达 1 兆瓦、电压高达 ±400 伏特直流的机架。 xAI 在孟菲斯的 20 万 GPU 园区凸显了这项变革的规模，迫使资料中心团队重新设计机架周围的配电、网路架构和液冷迴路，这些机架的能耗比传统伺服器消费量160%。得益于完善的人工智慧资金筹措生态系统和灵活的权限管理框架，美国和中国在部署方面占据主导地位。

欧洲超大规模云端供应商的自主云端部署

随着欧洲资料居住法强制要求「仅限欧盟」的营运控制，AWS计划到2040年向德国主权云投资78亿欧元（约85亿美元）。德国电信的「8ra」计画旨在部署1万个边缘节点，显示德国本土企业希望减少对美国云端平台的依赖。除了合规性之外，主权云端模式还将促进本土人工智慧研发，并刺激本地硬体供应链的发展。法国Orange和凯捷的Bleu平台已经展现出这种模式的良好势头，预示着中东和亚太部分地区也将出现类似的需求。

美国西部和西班牙的蒸发冷却用水限制

加州监管机构目前强制要求使用冷媒系统以减少用水量，将使资本支出增加高达20%。在亚利桑那州，据报道一座1兆瓦的设施每年耗水量达675万加仑，资料中心与农业和住宅建筑一样，都受到了严格的审查。西班牙的干旱也引发了类似的监管措施，促使开发人员转向沿海地块（配备海水淡化管道）或内陆园区（采用闭环液冷系统）。

细分市场分析

在亚马逊等资本密集型项目（例如其1,500亿美元的多年发展蓝图）的推动下，到2024年，自建业者将占据超大规模资料中心市场70.2%的份额。对设计的掌控使得他们能够客製化动力传动系统和专为人工智慧丛集量身打造的独特网路架构。然而，超大规模託管预计将以25.6%的复合年增长率成长，随着市场速度在新兴地区超越资产管理，所有权差距将会缩小。

託管服务供应商透过预先锁定土地和电力，并提供前置作业时间12个月交付的模组化机房，加快了云端参与企业的运转率。 Vantage公司92亿美元的融资支持了这一扩张，显示私募股权对与长期超大规模合约挂钩的经常性收入有着浓厚的兴趣。随着越来越多的自主云端交易指定本地合作伙伴，託管在新兴市场变得越来越重要。

到2024年，以IT基础设施采购量计算，该细分市场将占超大规模资料中心市场规模的48%，其中GPU、DDR5记忆体和NVMe储存将推动市场份额的成长。诸如30MW锂离子电池组之类的电力备援系统现已纳入标准材料清单。软体和服务正以27.1%的复合年增长率成长，反映出市场对人工智慧主导的资源编配的需求，这种编排方式能够提供更高的电力和机架密度。

随着多租户人工智慧工作负载风险的增加，零信任框架和整合安全堆迭将超越基准监控工具。透过最大限度地利用现有资源，工作负载自动化部署将在预测期内延缓 8-10 GW 的新专案。

区域分析

到2024年，北美将占据超大规模资料中心市场43.3%的份额，成为收入最高的地区。光是维吉尼亚的「资料中心阵列」去年就满足了2吉瓦的新增变电站需求，但目前电网拥塞正将部分需求导向俄亥俄州、宾州和北卡罗来纳州，亚马逊正在这些州投资300亿美元建设多个人工智慧园区。公用事业互联的建设週期可能长达七年，促使各地区采取区域多元化策略，并签订可再生能源购电协议以对冲碳排放风险。

亚太地区是明显的成长引擎，预计复合年增长率将达到29.1%。日本是投资中心，这主要得益于亚马逊云端服务（AWS）2.26兆日圆（约151亿美元）的扩张，同时Oracle和NTT也在增加产能，以支援日本的人工智慧和游戏工作负载。在印度，税收优惠和数位公共产品框架正在推动一条从孟买到海得拉巴的全国性超大规模资料中心走廊的建设。儘管新加坡曾一度暂停审批，但目前已根据其可持续发展评分卡恢復核准，从而确保了一条新的四级数据中心通道，以服务于东盟的金融科技资金流动。

在主权指令和北欧可再生能源的推动下，欧洲正享受稳定的资本流入。布鲁克菲尔德在瑞典投资100亿美元的园区和谷歌在挪威投资6亿欧元（约6.5亿美元）的设施表明，凉爽的气候和绿色电网如何将PUE值控制在1.15以下。荷兰的热税和都柏林週边地区的电力上限正在规范电力供应，并促使营运商将业务转移到欧洲的二线城市。未来的成长将取决于如何在「数位十年」的云端运算普及目标与环境限制之间取得平衡。

其他福利：

  • Excel格式的市场预测（ME）表
  • 3个月的分析师支持

目录

第一章 引言

  • 研究假设和市场定义
  • 调查范围

第二章调查方法

第三章执行摘要

第四章 市场情势

  • 市场概览
  • 市场驱动因素
    • 美国和中国需要50kW以上机架的以GPU为中心的AI/ML工作负载的爆炸性成长正在推动市场发展。
    • 超大规模云端供应商的「主权云端」部署推动欧洲市场发展
    • 金融科技即时支付指令加速新加坡和印度的四级市场需求，推动市场发展
    • 5G边缘核心整合推动北欧和大洋洲区域枢纽需求
  • 市场限制
    • 美国西部和西班牙蒸发冷却用水法规
    • GPU供应链瓶颈阻碍了机架级密度的提升。
    • 荷兰、新加坡和德国不断上涨的热碳排放税阻碍了市场发展。
  • 价值链分析
  • 监理与合规环境
  • 技术视角（液冷、晶片级直接散热、模组化设计）
  • 评估市场宏观经济趋势
  • 波特五力分析
    • 供应商的议价能力
    • 买方的议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争对手之间的竞争

第五章 市场规模与成长预测数据

  • 依资料中心类型
    • 企业/超大规模自建
    • 超大规模託管
  • 按组件
    • IT基础设施
    • 电力基础设施
    • 机械和冷却基础设施
    • 软体和服务
  • 按等级标准
    • 三级
    • 四级
  • 按最终用户行业划分
    • 云端服务供应商
    • BFSI
    • 社群媒体和数位内容
    • 医疗保健和生命科学
    • 政府/公共部门
    • 其他终端用户产业
  • 按地区
    • 北美洲
      • 美国
      • 加拿大
      • 墨西哥
    • 欧洲
      • 英国
      • 德国
      • 荷兰
      • 法国
      • 爱尔兰
      • 其他欧洲地区
    • 亚太地区
      • 中国
      • 印度
      • 新加坡
      • 日本
      • 澳洲
      • 印尼
      • 亚太其他地区
    • 南美洲
      • 巴西
      • 智利
      • 其他南美洲
    • 中东
      • 阿拉伯聯合大公国
      • 沙乌地阿拉伯
      • 土耳其
      • 其他中东地区
    • 非洲
      • 南非
      • 奈及利亚
      • 其他非洲地区

第六章 竞争情势

  • 市场集中度
  • 策略趋势
  • 市占率分析
  • 公司简介
    • Digital Realty Trust, Inc.
    • Equinix, Inc.
    • CyrusOne Inc.
    • NTT Ltd.
    • Quality Technology Services（QTS）
    • Vantage Data Centers LLC
    • Amazon Web Services, Inc.
    • Microsoft Corporation
    • Alphabet Inc.（Google）
    • Meta Platforms Inc.
    • Alibaba Group Holding Ltd.
    • Tencent Holdings Ltd.
    • Baidu, Inc.
    • Oracle Corporation
    • International Business Machines Corp.
    • Switch, Inc.
    • STACK Infrastructure
    • Flexential Corp.
    • Iron Mountain Data Centers
    • OVHcloud

第七章 市场机会与未来展望

简介目录
Product Code: 66976

The hyperscale data center market is valued at USD 167.34 billion in 2025 and is forecast to reach USD 602.39 billion by 2030, reflecting a robust 23.58% CAGR.

Hyperscale Datacenter - Market - IMG1

Scale economics, AI-centric hardware demand, and sovereign-cloud regulations are re-shaping facility design, with GPU racks routinely exceeding 50 kW power density. Accelerated regional build-outs in Europe and Asia-Pacific, combined with real-time payment mandates in key fintech hubs, sustain a construction pipeline that exceeds 3 GW of new capacity annually. Operators are pivoting from air to direct-to-chip liquid cooling, while regulatory heat taxes in the Netherlands and Singapore heighten focus on carbon-aware site selection. Strategic land banking and multi-year GPU supply agreements have become decisive competitive levers as silicon shortages and long utility lead times converge.

Global Hyperscale Datacenter Market Trends and Insights

Exploding GPU-centric AI/ML workloads requiring more than 50 kW racks in the U.S. & China

AI training clusters are re-engineering facility layouts, with Google already fielding 1 MW racks that draw +/- 400 VDC power. Silicon scarcity has prompted operators to lock in multi-year GPU contracts, elevating build-times and capital intensity. xAI's 200,000-GPU campus in Memphis highlights the scale of transformation, compelling data center teams to redesign power distribution, network fabrics, and liquid cooling loops around racks that consume 160% more energy than legacy servers. The United States and China dominate deployments thanks to supportive AI funding ecosystems and agile permitting frameworks.

Hyperscale cloud providers' sovereign-cloud roll-outs in Europe

European data-residency laws require "EU-only" operational control, leading AWS to invest EUR 7.8 billion (USD 8.5 billion) in a German sovereign cloud by 2040. Deutsche Telekom's 8ra initiative-targeting 10,000 edge nodes-signals local incumbents' intent to narrow dependency on U.S. cloud stacks. Sovereign models extend beyond compliance, fostering indigenous AI R&D and catalyzing regional hardware supply chains. Momentum is already visible in France through Orange and Capgemini's Bleu platform, foreshadowing similar requirements in the Middle East and parts of APAC.

Water-usage restrictions for evaporative cooling in Western U.S. & Spain

California's regulators now mandate refrigerant-based systems that cut water draw, inflating capex by up to 20%. Arizona reports a 1 MW facility can consume 6.75 million gallons annually, placing data centers under scrutiny alongside agriculture and housing. Spanish droughts trigger similar curbs, steering developers toward coastal plots with desalination pipelines or inland campuses using closed-loop liquid cooling.

Other drivers and restraints analyzed in the detailed report include:

  1. FinTech real-time payment mandates accelerating Tier IV demand in Singapore & India
  2. 5G edge-core consolidation creating regional hub requirements in Nordics & Oceania
  3. GPU supply-chain bottlenecks limiting rack-level density expansion

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Self-build operators accounted for 70.2% of hyperscale data center market share in 2024, riding capital-intensive programs such as Amazon's USD 150 billion multiyear roadmap. Control over design enables bespoke power trains and proprietary network fabrics tuned for AI clusters. Yet hyperscale colocation is forecast to deliver a 25.6% CAGR, narrowing the ownership gap as speed-to-market trumps asset control in new regions.

Colocation providers secure land and power in advance to offer modular suites on 12-month lead-times, compressing occupancy ramp-up for cloud entrants. Vantage's USD 9.2 billion equity raise underpins this expansion, indicating private-equity appetite for recurring revenue tied to long-term hyperscale contracts. As more sovereign-cloud deals stipulate local partners, colocation gains strategic relevance across emerging markets.

The segment generated 48% of the hyperscale data center market size from IT Infrastructure purchases in 2024, with GPUs, DDR5 memory, and NVMe storage driving wallet share. Electrical back-up systems such as 30 MW lithium-ion farms now feature in standard bill-of-materials. Software & Services is rising at 27.1% CAGR, reflecting demand for AI-driven resource orchestration that yields power and rack-density gains.

Security stacks integrated with zero-trust frameworks outpace baseline monitoring tools as multi-tenant AI workloads elevate risk profiles. Over the forecast period, automated workload placement is projected to defer 8-10 GW of new build by maximizing existing utilization-underscoring a shift from brute-force expansion to intelligent capacity management.

The Hyperscale Data Center Market is Segmented by Data Center Type (Enterprise / Hyperscale Self-Build, Hyperscale Colocation), Component (IT Infrastructure, Electrical Infrastructure, and More), Tier Standard (Tier III, Tier IV), End-User Industry (Cloud Service Providers, BFSI, Social Media and Digital Content, and More), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Geography Analysis

North America generated the largest regional revenue, accounting for 43.3% of the hyperscale data center market in 2024. Virginia's "Data Center Alley" alone cleared 2 GW of new substation requests last year, yet grid congestion now steers demand to Ohio, Pennsylvania, and North Carolina where Amazon is injecting USD 30 billion across multiple AI-ready campuses. Utility interconnection timelines stretching up to seven years are prompting inter-regional diversity strategies and renewable power purchase agreements that hedge carbon exposure.

Asia-Pacific is the clear growth engine with a projected 29.1% CAGR. Japan anchors investment on the back of AWS's JPY 2.26 trillion (USD 15.1 billion) expansion, while Oracle and NTT add capacity to meet domestic AI and gaming workloads. India's tax incentives and digital-public-goods framework propel nationwide hyperscale corridors from Mumbai to Hyderabad. Singapore, despite a temporary moratorium, re-opened its approvals under a sustainability scorecard, unlocking fresh Tier IV pipeline to service ASEAN fintech flows.

Europe enjoys steady inflows, bolstered by sovereignty mandates and Nordic renewables. Brookfield's USD 10 billion Swedish campus and Google's EUR 600 million (USD 650 million) Norwegian build illustrate how cool climates and green grids cut operational PUE below 1.15. Heat taxes in the Netherlands and power caps around Dublin create supply discipline, nudging operators toward continental tier-two cities. Future growth hinges on harmonizing environmental constraints with the Digital Decade's cloud adoption targets.

  1. Digital Realty Trust, Inc.
  2. Equinix, Inc.
  3. CyrusOne Inc.
  4. NTT Ltd.
  5. Quality Technology Services (QTS)
  6. Vantage Data Centers LLC
  7. Amazon Web Services, Inc.
  8. Microsoft Corporation
  9. Alphabet Inc. (Google)
  10. Meta Platforms Inc.
  11. Alibaba Group Holding Ltd.
  12. Tencent Holdings Ltd.
  13. Baidu, Inc.
  14. Oracle Corporation
  15. International Business Machines Corp.
  16. Switch, Inc.
  17. STACK Infrastructure
  18. Flexential Corp.
  19. Iron Mountain Data Centers
  20. OVHcloud

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

  • 4.1 Market Overview
  • 4.2 Market Drivers
    • 4.2.1 Exploding GPU-centric AI/ML Workloads Requiring more than 50 kW Racks in the U.S. and China drives the market
    • 4.2.2 Hyperscale Cloud Providers' 'Sovereign Cloud' Roll-outs in Europe Drives the Market
    • 4.2.3 FinTech Real-Time Payment Mandates Accelerating Tier IV Demand in Singapore and India Drives the Market
    • 4.2.4 5G Edge-Core Consolidation Creating Regional Hub Requirements in Nordics and Oceania Drives the Market
  • 4.3 Market Restraints
    • 4.3.1 Water-Usage Restrictions for Evaporative Cooling in Western U.S. and Spain
    • 4.3.2 GPU Supply Chain Bottlenecks Limiting Rack-Level Density Expansion
    • 4.3.3 Rising Heat-Tax and Carbon Levies in Netherlands, Singapore and Germany Hinders the Market
  • 4.4 Value-Chain Analysis
  • 4.5 Regulatory and Compliance Outlook
  • 4.6 Technological Outlook (Liquid Cooling, Direct-to-Chip, Modular Builds)
  • 4.7 Assessment of Macro Economic Trends on the Market
  • 4.8 Porter's Five Forces Analysis
    • 4.8.1 Bargaining Power of Suppliers
    • 4.8.2 Bargaining Power of Buyers
    • 4.8.3 Threat of New Entrants
    • 4.8.4 Threat of Substitutes
    • 4.8.5 Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUES)

  • 5.1 By Data Center Type
    • 5.1.1 Enterprise / Hyperscale Self-build
    • 5.1.2 Hyperscale Colocation
  • 5.2 By Component
    • 5.2.1 IT Infrastructure
    • 5.2.2 Electrical Infrastructure
    • 5.2.3 Mechanical and Cooling Infrastructure
    • 5.2.4 Software and Services
  • 5.3 By Tier Standard
    • 5.3.1 Tier III
    • 5.3.2 Tier IV
  • 5.4 By End-user Industry
    • 5.4.1 Cloud Service Providers
    • 5.4.2 BFSI
    • 5.4.3 Social Media and Digital Content
    • 5.4.4 Healthcare and Life Sciences
    • 5.4.5 Government and Public Sector
    • 5.4.6 Other End-user Industries
  • 5.5 By Geography
    • 5.5.1 North America
      • 5.5.1.1 United States
      • 5.5.1.2 Canada
      • 5.5.1.3 Mexico
    • 5.5.2 Europe
      • 5.5.2.1 United Kingdom
      • 5.5.2.2 Germany
      • 5.5.2.3 Netherlands
      • 5.5.2.4 France
      • 5.5.2.5 Ireland
      • 5.5.2.6 Rest of Europe
    • 5.5.3 Asia-Pacific
      • 5.5.3.1 China
      • 5.5.3.2 India
      • 5.5.3.3 Singapore
      • 5.5.3.4 Japan
      • 5.5.3.5 Australia
      • 5.5.3.6 Indonesia
      • 5.5.3.7 Rest of Asia-Pacific
    • 5.5.4 South America
      • 5.5.4.1 Brazil
      • 5.5.4.2 Chile
      • 5.5.4.3 Rest of South America
    • 5.5.5 Middle East
      • 5.5.5.1 United Arab Emirates
      • 5.5.5.2 Saudi Arabia
      • 5.5.5.3 Turkey
      • 5.5.5.4 Rest of Middle East
    • 5.5.6 Africa
      • 5.5.6.1 South Africa
      • 5.5.6.2 Nigeria
      • 5.5.6.3 Rest of Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Market Concentration
  • 6.2 Strategic Moves
  • 6.3 Market Share Analysis
  • 6.4 Company Profiles {(includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products and Services, and Recent Developments)}
    • 6.4.1 Digital Realty Trust, Inc.
    • 6.4.2 Equinix, Inc.
    • 6.4.3 CyrusOne Inc.
    • 6.4.4 NTT Ltd.
    • 6.4.5 Quality Technology Services (QTS)
    • 6.4.6 Vantage Data Centers LLC
    • 6.4.7 Amazon Web Services, Inc.
    • 6.4.8 Microsoft Corporation
    • 6.4.9 Alphabet Inc. (Google)
    • 6.4.10 Meta Platforms Inc.
    • 6.4.11 Alibaba Group Holding Ltd.
    • 6.4.12 Tencent Holdings Ltd.
    • 6.4.13 Baidu, Inc.
    • 6.4.14 Oracle Corporation
    • 6.4.15 International Business Machines Corp.
    • 6.4.16 Switch, Inc.
    • 6.4.17 STACK Infrastructure
    • 6.4.18 Flexential Corp.
    • 6.4.19 Iron Mountain Data Centers
    • 6.4.20 OVHcloud

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

  • 7.1 White-space and Unmet-Need Assessment