23/04/2026
AI is driving an unprecedented demand shock across global data centre markets.
Knight Frank forecasts global data centre capacity to expand from 62GW in 2025 to more than 110GW by 2028, with AI‑related capacity expected to more than triple over the same period. AI workloads are rapidly increasing their share of total demand, reshaping both development pipelines and leasing strategies.
This surge is being reinforced by record‑level investment. In 2026 alone, capital expenditure from US hyperscalers - Microsoft, Google, Amazon (AWS) and Meta is expected to exceed $650bn, underlining the scale and urgency of the AI build‑out. Our latest article explores how AI is reshaping data centre demand, investment and availability worldwide.
🔗 Read the article: https://bit.ly/48N1VRA