From navigating power reliability challenges and ESG policies, to capitalising on the explosive growth of AI-driven infrastructure, this report uncovers the key opportunities and strategies shaping the next era of the sector.

Whether you are driving investments, shaping strategic decisions, or evaluating risks, this report offers essential insights to help you stay ahead in a rapidly evolving market. Designed specifically for leaders from data centre operators, investment firms and legal, banking and transaction advisory, it provides actionable intelligence to inform and empower your decisions.

Key insights

- Rising M&A Activity
Nearly 50% of respondents predict increased acquisitions by investment funds and financial sponsors, signalling rapid sector consolidation.

- Power Supply Challenges
A staggering 98% express concerns over power reliability, with sustainable energy solutions and grid stability identified as critical priorities.

- Sustainability Takes Centre Stage
Over 70% anticipate intensified ESG scrutiny and due diligence, fuelled by regulatory demands and investor focus on sustainability.

- AI-Driven Demand Surge
97% foresee significant growth in data centre demand, driven by AI applications like machine learning and natural language processing, alongside concerns about GPU availability and power supply.

- Investments in Growth Markets
Data centre investments are expected to rise, led by the US (30%), China (~8%), and Europe (~6%). The global market is projected to expand from US$300bn in 2024 to US$483bn by 2029, with a 10% CAGR.