Hyperscalers Set to Dominate by 2030

Current Share & Growth

• Hyperscalers (e.g. AWS, Google Cloud, Microsoft Azure, Baidu) already control 44% of global data center capacity, operating around 1,189 large-scale facilities as of Q1 2025.

• Projections show them rising to 60% by 2030, continuing strong double-digit growth.

Drivers Behind the Surge

• Explosive AI and cloud demand is fueling hyperscaler investment.

• AI-ready capacity is expected to grow roughly 33% annually between 2023–2030, potentially representing 70% of total data center demand by decade’s end

Regional Trends

• Northern Virginia and Beijing together account for around 20% of hyperscaler capacity.

• Major hyperscaler expansion efforts include Google’s additional $7B investment in Iowa and Amazon’s $10B commitment in North Carolina.

Implications for the Industry

• Hyperscalers will increasingly set the tone for data center location, energy sourcing, power infrastructure, and network interconnects.

• Their massive scale pressures energy and power systems—forecasting up to a 165% rise in global data center power demand by 2030.

Key Takeaway:Hyperscalers are on course to command a dominant majority of global data center capacity by 2030—driven by AI-scale demand. Their expansion will significantly influence infrastructure investment, energy systems, and data center industry strategy worldwide.

Source: https://www.datacenterknowledge.com/