런던 데이터센터 : 시장 점유율 분석, 업계 동향과 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, london data center market size in 2026 is estimated at 2.77 GW, growing from 2025 value of 2.45 GW with 2031 projections showing 5.16 GW, growing at 13.21% CAGR over 2026-2031.

This report is Segmented by Data Center Size (Small, Medium, Large, Massive, Mega), Tier Type (Tier 1&2, Tier 3, Tier 4), and Data Center Type (Cloud Service Providers (CSPs), Colocation Type, and More). The Market Forecasts are Provided in Terms of Value (USD).

London Data Center Market Trends and Insights

Hyperscaler Cloud Expansion Driving Market Growth

Hyperscalers continue to underwrite the London data center market, committing multi-billion-pound budgets to AI-ready builds and retrofit programs. January 2025 saw a UK government announcement of GBP 14 billion in data-center projects aimed at AI infrastructure, redirecting new capacity toward designated AI Growth Zones. CoreWeave's GBP 1 billion entry underscores the capital depth backing GPU-accelerated environments. Slough's historic dominance is waning as power caps squeeze new requests; Ada Infrastructure's 210 MW Royal Docks campus illustrates the eastward realignment. Community benefit packages-on-site skills academies, public green space, and district-heating interfaces-have become standard as developers secure faster approvals.

AI-Driven Compute Density Transforming Facility Design

The arrival of 40-140 kW racks has reset design norms across the London data center market. Kao Data's deployment of Nvidia H200 GPUs in March 2025 demonstrated the operational leap, integrating closed-loop rear-door heat exchangers and 100% renewable energy feeds. Power draw per AI server now runs 4-5 times that of legacy workloads, forcing new revenue models that blend power, space, and cooling metrics. Financial-services tenants-whose algorithmic trading and risk simulations thrive on GPU clusters-accept higher colocation rates in exchange for latency-sensitive compute near the City. Facility blueprints increasingly adopt slab-to-slab clear heights above 6 m, dual 132 kV feeds, and modular cooling blocks that can swing from air-to-liquid without extended downtime.

Grid-Power Allocation Creating Critical Development Bottleneck

Pending grid requests topping 400 GW in West London have triggered a pause on new connections, compelling developers to fund sub-station upgrades or migrate projects east of the city. Some proposals have been rejected outright on power-availability grounds, pushing operators toward hybrid on-site generation and battery solutions. Government deliberations on connection-queue reform and vessel-to-grid pilots on the Thames hint at near-term relief, yet risk persists for schemes banking on 100 MW-plus blocks in constrained boroughs.

Other drivers and restraints analyzed in the detailed report include:

1. Sub-sea Cable Ecosystem Enhancing London's Connectivity Value
2. Renewable Energy PPAs Becoming Operational Imperative
3. High Land Costs and Planning Complexities Impeding Growth

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

Segment Analysis

Large sites between 10 MW and 20 MW led capacity in 2025, contributing 44.95% to the London data center market. The dominance reflected their sweet spot in balancing build costs and proximity to key fiber routes. Momentum is shifting, however, toward Mega campuses exceeding 40 MW, projected to gallop ahead at a 27.60% CAGR between 2026 and 2031. Ada Infrastructure's 210 MW Royal Docks project illustrates the blueprint: three 70 MW halls configured for liquid-cooled GPU clusters and supplemented by district-cooling tie-ins. Such projects exploit economies of scale in power procurement and on-site sub-station build-outs, giving operators tariff leverage with distribution network operators. Smaller facilities under 5 MW are repurposed into edge nodes that trim latency for IoT and fintech applications, extending the London data center market footprint into suburban exchange buildings and underground fiber vaults.

The growth trajectory reinforces consolidation pressures. Mega campus investors bundle multiple data halls into a single planning envelope, reducing per-MW capital expenditure and shortening time-to-revenue. Enterprises gravitate toward these scale facilities for predictable expansion paths and richer interconnection fabrics. Conversely, medium-sized assets now face capex upgrades to chase rising rack densities. Operators unable to retrofit to 30 kW racks may see occupancy taper as AI workloads bypass them, driving mergers or asset sales. The London data center market size for Mega facilities is forecast to double, lifting their revenue contribution above one-third of the total by decade's end.

Complete Report Scope:

• By Data Center Size
  • Small
  • Medium
  • Large
  • Massive
  • Mega
• By Tier Type
  • Tier 1 and 2
  • Tier 3
  • Tier 4
• By Data Center Type
  • Hyperscalers/Cloud Service Providers
  • Enterprise and Edge
  • Colocation
    • Utilized
      • Colocation Type
        • Retail
        • Wholesale
        • Hyperscale
      • End User
        • Cloud and IT
        • Telecom
        • Media and Entertainment
        • Government
        • BFSI
        • Manufacturing
        • E-Commerce
        • Other End User
  • Non-Utilized

List of Companies Covered in this Report:

1. Colt Technology Services Group Limited
2. Digital Realty Trust, Inc.
3. Equinix, Inc.
4. NTT Ltd
5. Kao Data Ltd
6. Telehouse (KDDI Corp.)
7. VIRTUS Data Centres (STT GDC)
8. 4D Data Centres (Redcentric plc)
9. Pulsant Ltd
10. Iron Mountain Inc.
11. Cyxtera Technologies, Inc.
12. Rackspace Technology Inc.
13. Vantage Data Centers
14. Serverfarm LLC
15. CyrusOne Inc.
16. Global Switch
17. Ark Data Centres
18. Yondr Group
19. STACK Infrastructure
20. Echelon Data Centres

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 Hyperscaler cloud expansion demand
  • 4.2.2 AI / GPU-driven high-density compute requirements
  • 4.2.3 Sub-sea cable and metro-fiber ecosystem depth
  • 4.2.4 Renewable-energy PPAs and net-zero mandates
  • 4.2.5 London Underground fiber right-of-way for edge DCs
  • 4.2.6 Thames River district-cooling schemes
• 4.3 Market Restraints
  • 4.3.1 Grid-power allocation shortages in West London
  • 4.3.2 High land and business-rate costs + planning delays
  • 4.3.3 Waste-heat reuse obligations tightening CAPEX
  • 4.3.4 HV commissioning-engineer scarcity (Crossrail-2 pull)
• 4.4 Value / Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook (Liquid cooling, SMRs, fuel-cells)
• 4.7 Connectivity and Data-Consumption Trends
• 4.8 IT Load Capacity Analysis
• 4.9 Raised Floor Space Analysis
• 4.10 Rack Density and Number-of-Racks Analysis
• 4.11 Porter's Five Forces
  • 4.11.1 Threat of New Entrants
  • 4.11.2 Bargaining Power of Suppliers
  • 4.11.3 Bargaining Power of Buyers
  • 4.11.4 Threat of Substitutes
  • 4.11.5 Industry Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (MW)

• 5.1 By Data Center Size
  • 5.1.1 Small
  • 5.1.2 Medium
  • 5.1.3 Large
  • 5.1.4 Massive
  • 5.1.5 Mega
• 5.2 By Tier Type
  • 5.2.1 Tier 1 and 2
  • 5.2.2 Tier 3
  • 5.2.3 Tier 4
• 5.3 By Data Center Type
  • 5.3.1 Hyperscalers/Cloud Service Providers
  • 5.3.2 Enterprise and Edge
  • 5.3.3 Colocation
    • 5.3.3.1 Utilized
      • 5.3.3.1.1 Colocation Type
        • 5.3.3.1.1.1 Retail
        • 5.3.3.1.1.2 Wholesale
        • 5.3.3.1.1.3 Hyperscale
      • 5.3.3.1.2 End User
        • 5.3.3.1.2.1 Cloud and IT
        • 5.3.3.1.2.2 Telecom
        • 5.3.3.1.2.3 Media and Entertainment
        • 5.3.3.1.2.4 Government
        • 5.3.3.1.2.5 BFSI
        • 5.3.3.1.2.6 Manufacturing
        • 5.3.3.1.2.7 E-Commerce
        • 5.3.3.1.2.8 Other End User
  • 5.3.4 Non-Utilized

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 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)
  • 6.3.1 Colt Technology Services Group Limited
  • 6.3.2 Digital Realty Trust, Inc.
  • 6.3.3 Equinix, Inc.
  • 6.3.4 NTT Ltd
  • 6.3.5 Kao Data Ltd
  • 6.3.6 Telehouse (KDDI Corp.)
  • 6.3.7 VIRTUS Data Centres (STT GDC)
  • 6.3.8 4D Data Centres (Redcentric plc)
  • 6.3.9 Pulsant Ltd
  • 6.3.10 Iron Mountain Inc.
  • 6.3.11 Cyxtera Technologies, Inc.
  • 6.3.12 Rackspace Technology Inc.
  • 6.3.13 Vantage Data Centers
  • 6.3.14 Serverfarm LLC
  • 6.3.15 CyrusOne Inc.
  • 6.3.16 Global Switch
  • 6.3.17 Ark Data Centres
  • 6.3.18 Yondr Group
  • 6.3.19 STACK Infrastructure
  • 6.3.20 Echelon Data Centres
• 6.4 Market Share Analysis

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-space and Unmet-Need Assessment