高力国际：2025年美国数据中心地产市场研究报告：平衡机遇与风险（英文版）

In 2024, the data center industry continued its unprecedented growth, shattering previous records and positioning itself for continued expansion. North America’s third-party operator supply grew more than 40%, from 12.4GW in 2023 to over 18GW in 2024 — not including the additional 30GW of planned capacity1. This growth was driven by the accelerating pace of digital transformation and the growing adoption of AI across industries, with hyperscalers like Amazon, Google, Meta, Microsoft, and Orac