Hyperscalers Set to Dominate by 2030
- Nguyen Tran Tien
- Jul 29
- 1 min read
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.