推动全球数据中心扩张的进展——随着人工智能需求的增长和可用空间的缩小.pdfVIP

Powerprogressin

yourglobaldata

centerexpansion

SecureyourdigitalfutureasAIdemands

growandavailablespaceshrinks

Powerprogressinyourglobaldatacenterexpansion

Theracefordatacentercapacitythat

cansupportartificialintelligence(AI)has

contributedtoaperfectstorm:colocation

vacancyratesbelow3%,rentssurging11%

annuallyandnewfacilities72%pre-leased

beforebreakingground.Poweravailability

timelinescanstretchuptoadecadeinsome

regionsashyperscalerssnatchupentire

buildingsbeforeenterprisecustomerscanact.

Similarconstraintsareemergingworldwide.

InEurope,forexample,vacancyrateshave

plummetedto6.6%incoremarkets—

downfrom17%inQ12021—followingfive

consecutivequarterswheretake-upexceeded

newsupply.Europeanrentshaveincreased5%

overthepastyearand25%overthepastfive

years,whilemostdevelopmentsarenowfully

pre-leasedupto18monthsbeforetheyaredue

tobreakground.

Forglobalportfoliomanagers,thisisn’tjusta

capacitycrisis—it’salsoafundamentalshift

thatrequiresanewplaybookforsecuring

infrastructure,managingpowerconstraints

anddeliveringreliabledigitalservices

acrossborders.

3

Powerprogressinyourglobaldatacenterexpansion

Thecurrent

1landscape

Indiscussionsaboutglobaldatacenterpowerchallenges,significantregionalvariations

exist.InUSmarkets,companiesfacepowerdeliverywaittimesof2-3yearsinthe

MountainWestandNewYorkmetroareas,butawhopping8-10yearsinthePacific

Northwest.InNorthernVirginia,youllwaitthreetofiveyearsunlessyoursitesitswithin

halfamileofexistingpowerlines.

Similarproblemsexistworldwide.Theissueisntjus