AI 데이터센터 시장 규모, 점유율, 성장 및 세계 산업 분석 : 유형별 및 용도별, 지역별 인사이트와 예측(2024-2032년)

Growth Factors of AI data center Market

The global AI data center market is expanding rapidly as artificial intelligence technologies demand more advanced, scalable, and energy-efficient computing environments. In 2024, the market was valued at USD 15.02 billion, and it is projected to rise to USD 17.73 billion in 2025 before reaching an impressive USD 93.60 billion by 2032, growing at a robust CAGR of 26.83%. With a 33.69% share in 2024, North America remained the leading region due to its strong AI adoption, mature cloud infrastructure, and significant investments from hyperscalers and cloud service providers.

AI data centers are purpose-built infrastructures designed to handle the massive compute loads generated by AI workloads, including deep learning, generative AI, large language models, and real-time analytics. These facilities must support high-density processors, scalable storage, low-latency networking, and advanced cooling technologies. As organizations worldwide accelerate their digital transformation, demand for AI-ready data center capabilities continues to grow.

Global enterprises such as Amazon, Microsoft, Equinix, HPE, and Digital Realty are significantly expanding their data center presence to meet rising AI-driven infrastructure requirements. The surge in demand is also encouraging investments in emerging markets, where digital transformation is increasing rapidly.

Investment Analysis and Opportunities

The market is experiencing a dramatic rise in global investments aimed at developing advanced data center ecosystems powered by AI. With AI workloads increasing in complexity, hyperscale capacity expansion has become a priority for tech leaders and governments. Several high-value investments highlight this trend:

• September 2024: Blackstone announced a USD 13.3 billion investment to establish one of Europe's largest AI data centers in Northumberland, U.K.
• August 2024: The U.K. government began constructing a major AI data center in Cambois to support national AI ambitions.
• October 2024: Microsoft committed USD 4.46 billion to expand its AI and cloud data center infrastructure in Italy.
• July 2024: CyrusOne secured USD 7.9 billion for U.S. data center expansions designed to support AI workloads.
• July 2023: QTS Realty Trust and Blackstone jointly invested over USD 8 billion to develop next-generation AI-ready data centers.

Future opportunities lie in generative AI, confidential computing, and sustainable data center operations, with growing demand for energy-efficient hardware and cooling systems.

Key Market Trends

A major trend shaping the industry is the rise of hybrid and multi-cloud deployments. As AI models grow in scale and complexity, businesses require flexible computing environments that can shift workloads across on-premise and cloud infrastructures. Surveys show that 76% of enterprises now use two or more public clouds, while 86% have adopted a multi-cloud strategy to enhance workload optimization, cost efficiency, and scalability.

Market Dynamics

Drivers

The increasing demand for AI-powered applications-including generative AI, natural language processing, autonomous systems, and scientific computing-is a primary market driver. According to a 2024 survey, 42% of businesses have already integrated AI into their operations, with 59% planning to expand investments. Additionally, cloud adoption continues to surge, with 90% of global businesses using cloud services from AWS, Google, or Microsoft.

Restraints

Key challenges include the high cost of constructing AI data centers, the need for specialized hardware such as GPUs and accelerators, and continuous power and cooling requirements. Data security and a global shortage of AI and data center specialists also restrict adoption for smaller organizations.

Opportunities

Rising demand for hyperscale data centers presents significant opportunities. Hyperscalers are expected to drive up to 70% of Europe's data center demand by 2028, as they build advanced facilities capable of supporting AI-intensive workloads at scale.

Regional Outlook

North America

With a 2024 market value of USD 5.06 billion, North America dominates due to high AI adoption and major hyperscale players. The U.S. alone is expected to hold USD 4.43 billion in 2025, with data center demand growing 10% annually.

Asia Pacific

In 2025, Asia Pacific is valued at USD 4.75 billion, driven by record investment levels and massive growth in IoT, cloud computing, and enterprise AI adoption.

Europe

Europe is projected to generate USD 5.30 billion in 2025, supported by high-performance computing and AI investments across major markets such as Germany, France, and the U.K.

Conclusion

With the market expanding from USD 15.02 billion in 2024 to USD 93.60 billion by 2032, AI data centers are rapidly becoming the backbone of global digital transformation. Investments, hyperscale expansion, and AI-driven innovation position the sector for exceptional long-term growth.

Segmentation By Component

• Hardware (Servers, Storage, Networking Equipment, others)
• Software (AI/ML Frameworks, Data Management Solutions, others)
• Services (Managed Services, Professional Services, others)

By Data Center Type

• Hyperscale Data Center
• Colocation Data Center
• Edge Data Center
• Others (Enterprise, Hybrid, others)

By Industry

• Healthcare
• Retail
• IT and Telecom
• BFSI
• Automotive
• Media & Entertainment
• Manufacturing
• Others (Government & Public Administration, Energy & Utility, Education, others)

By Region

• North America (By Component, Data Center Type, Industry, and Country)
  • U.S.
  • Canada
  • Mexico
• South America (By Component, Data Center Type, Industry, and Country)
  • Brazil
  • Argentina
  • Rest of South America
• Europe (By Component, Data Center Type, Industry, and Country)
  • Germany
  • U.K.
  • France
  • Italy
  • Spain
  • Russia
  • Benelux
  • Nordics
  • Rest of Europe
• Middle East & Africa (By Component, Data Center Type, Industry, and Country)
  • Turkey
  • Israel
  • GCC
  • South Africa
  • North Africa
  • Rest of the Middle East & Africa
• Asia Pacific (By Component, Data Center Type, Industry, and Country)
  • China
  • Japan
  • India
  • South Korea
  • ASEAN
  • Oceania
  • Rest of Asia Pacific

Companies Profiled in the Report Amazon.com, Inc. (U.S.), Microsoft Corporation (U.S.), Alphabet Inc. (U.S.), Equinix, Inc. (U.S.), Digital Realty Trust Inc. (U.S.), Intel Corporation (U.S.), NVIDIA Corporation (U.S.), Stack Infrastructure (U.S.), CyrusOne (U.S.), and QTS Realty Trust, LLC (U.S.)

Table of Content

1. Introduction

• 1.1. Definition, By Segment
• 1.2. Research Methodology/Approach
• 1.3. Data Sources

2. Executive Summary

3. Market Dynamics

• 3.1. Macro and Micro Economic Indicators
• 3.2. Drivers, Restraints, Opportunities and Trends

4. Competition Landscape

• 4.1. Business Strategies Adopted by Key Players
• 4.2. Consolidated SWOT Analysis of Key Players
• 4.3. Global AI Data Center Key Players Market Share/Ranking, 2024

5. Global AI Data Center Market Size (TAM) Estimates and Forecasts, By Segments, 2019-2032

• 5.1. Key Findings
• 5.2. By Component (USD)
  • 5.2.1. Hardware
  • 5.2.2. Software
  • 5.2.3. Services
• 5.3. By Data Center Type (USD)
  • 5.3.1. Colocation
  • 5.3.2. Hyperscale
  • 5.3.3. Edge
  • 5.3.4. Others (Managed, Modular, etc.)
• 5.4. By Industry (USD)
  • 5.4.1. Healthcare
  • 5.4.2. Retail
  • 5.4.3. IT and Telecom
  • 5.4.4. BFSI
  • 5.4.5. Automotive
  • 5.4.6. Media & Entertainment
  • 5.4.7. Manufacturing
  • 5.4.8. Others (Government & Public administration, Energy & Utility, Education, etc.)
• 5.5. By Region (USD)
  • 5.5.1. North America
  • 5.5.2. South America
  • 5.5.3. Europe
  • 5.5.4. Middle East & Africa
  • 5.5.5. Asia Pacific

6. North America AI Data Center Market Size (TAM) Estimates and Forecasts, By Segments, 2019-2032

• 6.1. Key Findings
• 6.2. By Component (USD)
  • 6.2.1. Hardware
  • 6.2.2. Software
  • 6.2.3. Services
• 6.3. By Data Center Type (USD)
  • 6.3.1. Colocation
  • 6.3.2. Hyperscale
  • 6.3.3. Edge
  • 6.3.4. Others (Managed, Modular, etc.)
• 6.4. By Industry (USD)
  • 6.4.1. Healthcare
  • 6.4.2. Retail
  • 6.4.3. IT and Telecom
  • 6.4.4. BFSI
  • 6.4.5. Automotive
  • 6.4.6. Media & Entertainment
  • 6.4.7. Manufacturing
  • 6.4.8. Others (Government & Public administration, Energy & Utility, Education, etc.)
• 6.5. By Country (USD)
  • 6.5.1. United States
  • 6.5.2. Canada
  • 6.5.3. Mexico

7. South America AI Data Center Market Size (TAM) Estimates and Forecasts, By Segments, 2019-2032

• 7.1. Key Findings
• 7.2. By Component (USD)
  • 7.2.1. Hardware
  • 7.2.2. Software
  • 7.2.3. Services
• 7.3. By Data Center Type (USD)
  • 7.3.1. Colocation
  • 7.3.2. Hyperscale
  • 7.3.3. Edge
  • 7.3.4. Others (Managed, Modular, etc.)
• 7.4. By Industry (USD)
  • 7.4.1. Healthcare
  • 7.4.2. Retail
  • 7.4.3. IT and Telecom
  • 7.4.4. BFSI
  • 7.4.5. Automotive
  • 7.4.6. Media & Entertainment
  • 7.4.7. Manufacturing
  • 7.4.8. Others (Government & Public administration, Energy & Utility, Education, etc.)
• 7.5. By Country (USD)
  • 7.5.1. Brazil
  • 7.5.2. Argentina
  • 7.5.3. Rest of South America

8. Europe AI Data Center Market Size (TAM) Estimates and Forecasts, By Segments, 2019-2032

• 8.1. Key Findings
• 8.2. By Component (USD)
  • 8.2.1. Hardware
  • 8.2.2. Software
  • 8.2.3. Services
• 8.3. By Data Center Type (USD)
  • 8.3.1. Colocation
  • 8.3.2. Hyperscale
  • 8.3.3. Edge
  • 8.3.4. Others (Managed, Modular, etc.)
• 8.4. By Industry (USD)
  • 8.4.1. Healthcare
  • 8.4.2. Retail
  • 8.4.3. IT and Telecom
  • 8.4.4. BFSI
  • 8.4.5. Automotive
  • 8.4.6. Media & Entertainment
  • 8.4.7. Manufacturing
  • 8.4.8. Others (Government & Public administration, Energy & Utility, Education, etc.)
• 8.5. By Country (USD)
  • 8.5.1. United Kingdom
  • 8.5.2. Germany
  • 8.5.3. France
  • 8.5.4. Italy
  • 8.5.5. Spain
  • 8.5.6. Russia
  • 8.5.7. Benelux
  • 8.5.8. Nordics
  • 8.5.9. Rest of Europe

9. Middle East & Africa AI Data Center Market Size (TAM) Estimates and Forecasts, By Segments, 2019-2032

• 9.1. Key Findings
• 9.2. By Component (USD)
  • 9.2.1. Hardware
  • 9.2.2. Software
  • 9.2.3. Services
• 9.3. By Data Center Type (USD)
  • 9.3.1. Colocation
  • 9.3.2. Hyperscale
  • 9.3.3. Edge
  • 9.3.4. Others (Managed, Modular, etc.)
• 9.4. By Industry (USD)
  • 9.4.1. Healthcare
  • 9.4.2. Retail
  • 9.4.3. IT and Telecom
  • 9.4.4. BFSI
  • 9.4.5. Automotive
  • 9.4.6. Media & Entertainment
  • 9.4.7. Manufacturing
  • 9.4.8. Others (Government & Public administration, Energy & Utility, Education, etc.)
• 9.5. By Country (USD)
  • 9.5.1. Turkey
  • 9.5.2. Israel
  • 9.5.3. GCC
  • 9.5.4. North Africa
  • 9.5.5. South Africa
  • 9.5.6. Rest of MEA

10. Asia Pacific AI Data Center Market Size (TAM) Estimates and Forecasts, By Segments, 2019-2032

• 10.1. Key Findings
• 10.2. By Component (USD)
  • 10.2.1. Hardware
  • 10.2.2. Software
  • 10.2.3. Services
• 10.3. By Data Center Type (USD)
  • 10.3.1. Colocation
  • 10.3.2. Hyperscale
  • 10.3.3. Edge
  • 10.3.4. Others (Managed, Modular, etc.)
• 10.4. By Industry (USD)
  • 10.4.1. Healthcare
  • 10.4.2. Retail
  • 10.4.3. IT and Telecom
  • 10.4.4. BFSI
  • 10.4.5. Automotive
  • 10.4.6. Media & Entertainment
  • 10.4.7. Manufacturing
  • 10.4.8. Others (Government & Public administration, Energy & Utility, Education, etc.)
• 10.5. By Country (USD)
  • 10.5.1. China
  • 10.5.2. India
  • 10.5.3. Japan
  • 10.5.4. South Korea
  • 10.5.5. ASEAN
  • 10.5.6. Oceania
  • 10.5.7. Rest of Asia Pacific

11. Company Profiles for Top 10 Players (Based on data availability in public domain and/or on paid databases)

• 11.1. Amazon.com, Inc.
  • 11.1.1. Overview
    • 11.1.1.1. Key Management
    • 11.1.1.2. Headquarters
    • 11.1.1.3. Offerings/Business Segments
  • 11.1.2. Key Details (Key details are consolidated data and not product/service specific)
    • 11.1.2.1. Employee Size
    • 11.1.2.2. Past and Current Revenue
    • 11.1.2.3. Geographical Share
    • 11.1.2.4. Business Segment Share
    • 11.1.2.5. Recent Developments
• 11.2. Microsoft Corporation
  • 11.2.1. Overview
    • 11.2.1.1. Key Management
    • 11.2.1.2. Headquarters
    • 11.2.1.3. Offerings/Business Segments
  • 11.2.2. Key Details (Key details are consolidated data and not product/service specific)
    • 11.2.2.1. Employee Size
    • 11.2.2.2. Past and Current Revenue
    • 11.2.2.3. Geographical Share
    • 11.2.2.4. Business Segment Share
    • 11.2.2.5. Recent Developments
• 11.3. Alphabet Inc.
  • 11.3.1. Overview
    • 11.3.1.1. Key Management
    • 11.3.1.2. Headquarters
    • 11.3.1.3. Offerings/Business Segments
  • 11.3.2. Key Details (Key details are consolidated data and not product/service specific)
    • 11.3.2.1. Employee Size
    • 11.3.2.2. Past and Current Revenue
    • 11.3.2.3. Geographical Share
    • 11.3.2.4. Business Segment Share
    • 11.3.2.5. Recent Developments
• 11.4. Equinix, Inc.
  • 11.4.1. Overview
    • 11.4.1.1. Key Management
    • 11.4.1.2. Headquarters
    • 11.4.1.3. Offerings/Business Segments
  • 11.4.2. Key Details (Key details are consolidated data and not product/service specific)
    • 11.4.2.1. Employee Size
    • 11.4.2.2. Past and Current Revenue
    • 11.4.2.3. Geographical Share
    • 11.4.2.4. Business Segment Share
    • 11.4.2.5. Recent Developments
• 11.5. Digital Realty Trust, Inc.
  • 11.5.1. Overview
    • 11.5.1.1. Key Management
    • 11.5.1.2. Headquarters
    • 11.5.1.3. Offerings/Business Segments
  • 11.5.2. Key Details (Key details are consolidated data and not product/service specific)
    • 11.5.2.1. Employee Size
    • 11.5.2.2. Past and Current Revenue
    • 11.5.2.3. Geographical Share
    • 11.5.2.4. Business Segment Share
    • 11.5.2.5. Recent Developments
• 11.6. NVIDIA Corporation
  • 11.6.1. Overview
    • 11.6.1.1. Key Management
    • 11.6.1.2. Headquarters
    • 11.6.1.3. Offerings/Business Segments
  • 11.6.2. Key Details (Key details are consolidated data and not product/service specific)
    • 11.6.2.1. Employee Size
    • 11.6.2.2. Past and Current Revenue
    • 11.6.2.3. Geographical Share
    • 11.6.2.4. Business Segment Share
    • 11.6.2.5. Recent Developments
• 11.7. NTT Data Group Corporation
  • 11.7.1. Overview
    • 11.7.1.1. Key Management
    • 11.7.1.2. Headquarters
    • 11.7.1.3. Offerings/Business Segments
  • 11.7.2. Key Details (Key details are consolidated data and not product/service specific)
    • 11.7.2.1. Employee Size
    • 11.7.2.2. Past and Current Revenue
    • 11.7.2.3. Geographical Share
    • 11.7.2.4. Business Segment Share
    • 11.7.2.5. Recent Developments
• 11.8. VIRTUS
  • 11.8.1. Overview
    • 11.8.1.1. Key Management
    • 11.8.1.2. Headquarters
    • 11.8.1.3. Offerings/Business Segments
  • 11.8.2. Key Details (Key details are consolidated data and not product/service specific)
    • 11.8.2.1. Employee Size
    • 11.8.2.2. Past and Current Revenue
    • 11.8.2.3. Geographical Share
    • 11.8.2.4. Business Segment Share
    • 11.8.2.5. Recent Developments
• 11.9. CyrusOne
  • 11.9.1. Overview
    • 11.9.1.1. Key Management
    • 11.9.1.2. Headquarters
    • 11.9.1.3. Offerings/Business Segments
  • 11.9.2. Key Details (Key details are consolidated data and not product/service specific)
    • 11.9.2.1. Employee Size
    • 11.9.2.2. Past and Current Revenue
    • 11.9.2.3. Geographical Share
    • 11.9.2.4. Business Segment Share
    • 11.9.2.5. Recent Developments
• 11.10. Global Switch
  • 11.10.1. Overview
    • 11.10.1.1. Key Management
    • 11.10.1.2. Headquarters
    • 11.10.1.3. Offerings/Business Segments
  • 11.10.2. Key Details (Key details are consolidated data and not product/service specific)
    • 11.10.2.1. Employee Size
    • 11.10.2.2. Past and Current Revenue
    • 11.10.2.3. Geographical Share
    • 11.10.2.4. Business Segment Share
    • 11.10.2.5. Recent Developments