仲量联行（JLL）：2026全球数据中心展望报告：把握AI需求、电力约束与全球机遇（英文版）（37页）.pdf

1、Navigating AI demand,power constraints and global opportunities in 20262026 Global Data Center OutlookGlobalJanuary 2026R2026 Global Data Center Outlook2 2026 Jones Lang LaSalle IP,Inc.All rights reserved.Note:All monetary references in this report are in U.S.dollars($)Key highlightsNearly 100 GW of

2、 new data centers will be added between 2026 and 2030,doubling global capacity.The global data center sector will likely expand at a 14%CAGR through 2030,which will require energy innovations to alleviate grid constraints.Hyperscalers will remain a key driver of sector growth,executing a dual strate

3、gy of leasing and self-building.By 2030,AI could represent half of all workloads with inference becoming the primary driver.AI only represented about a quarter of all data center workloads in 2025,with training driving most of the demand.However,a significant shift is anticipated in 2027,when infere

4、nce workloads could overtake training as the dominant AI requirement.The sector is experiencing an infrastructure investment supercycle requiring up to$3 trillion by 2030.Roughly 100 GW of new capacity is anticipated to come online between 2026 and 2030,equating to$1.2 trillion in real estate asset

5、value creation.Tenants will likely spend an additional$1 to$2 trillion to fit out their space with IT equipment.2026 priorities for corporates2026 Global Data Center Outlook3 2026 Jones Lang LaSalle IP,Inc.All rights reserved.Outlook for corporatesPriorities for corporates Power,not location or cost

6、,will be the primary site selection criteria due to multiyear wait times for a grid connection.With 97%global occupancy,landlords will maintain negotiating leverage.Significant rent growth is anticipated through 2030.AI will fundamentally change facility design with rack densities approaching 100 kW