Global data center investment to hit $959.19B by 2031, driven by AI

According to research by Arizton released July 15, 2026, the global data center market was valued at USD 514.26 billion in 2025 and is projected to reach USD 959.19 billion by 2031, representing a compound annual growth rate (CAGR) of 10.95%. The acceleration in investment has been sharp: data center capital deployment increased by approximately 35.22% in 2025 compared with 2024.

The primary driver of this growth is the deployment of AI workloads across data centers worldwide, coupled with multi-billion-dollar annual investments from hyperscale operators including Amazon Web Services (AWS), Apple, Google, Meta, and Microsoft. The geographic distribution of this investment is shifting toward emerging and high-capacity regions. The APAC data center market saw investments increase by around 31.99% in 2025 compared to 2024, with rapid AI adoption in China playing a central role. As of June 2025, approximately 515 million people had adopted AI for daily operations; this figure is expected to reach 70% of the population by 2027 and exceed 90% by 2030.

Beyond Asia, Latin America is projected to attract $31.00 billion（約5兆円） in cumulative investment between 2026 and 2031, with Brazil, Chile, and Mexico leading the region. In Europe, the UK and Germany accounted for 19.59% and 13.74% of the European data center market's investment in 2025, respectively, with their combined share expected to rise to 21.59% and 14.72% by 2031 as both local and global operators continue deploying capital. The Nordic region is consolidating competitive advantage through natural cooling and renewable energy access—hydropower, wind, and geothermal resources—with Sweden alone positioned to capture 44.70% of Nordic investment, supported by mature connectivity, strong digital adoption, and multiple global cloud regions. The Arizton report encompasses analysis across 960 pages, 9 regions, 54 countries, 348 companies, and 10 market segments, with power capacity in data centers globally projected to reach 28,307 MW by 2031 and total facility area to expand to 109.61 million square feet.

The surge in data center investment reflects the intensifying capital requirements of artificial intelligence deployment at scale. Hyperscale operators—AWS, Apple, Google, Meta, and Microsoft—are channeling billions annually into infrastructure to support AI workloads, with 2025 marking a 35.22% year-over-year acceleration compared to 2024. This acceleration suggests AI demand is outpacing historical data center growth trajectories and signaling that the infrastructure buildout is still in its early phases relative to the full market projection.

Regional divergence is sharpening around AI adoption rates and energy economics. China's rapid AI adoption—with around 515 million people having adopted AI for daily operations as of June 2025—is driving APAC investment growth of 31.99% in 2025 and is expected to sustain demand as adoption reaches 70% of the population by 2027 and over 90% by 2030. Meanwhile, Nordic countries are consolidating advantage through renewable energy access (hydropower, wind, geothermal), with Sweden alone expected to capture 44.70% of Nordic investment. Latin America's projected $31.00 billion（約5兆円） in cumulative investment between 2026 and 2031 underscores how AI infrastructure needs are beginning to decentralize beyond traditional hyperscale hubs.