Global Market Analysis
Datacenters & Technologies
The global datacenter market grows from $418B in 2025 to $692B by 2030 (10.6% CAGR), driven by AI workloads, hyperscale expansion and an infrastructure supercycle requiring up to $3 trillion through 2030. Power is the #1 bottleneck, 52%+ of hyperscalers adopt liquid cooling by 2026, and 15-21 GW of existing capacity needs retrofit at $2.5-5M per MW — a $37.5-105B market (base case $63B) to support 40-100 kW AI rack densities.
- $692B
- Total Addressable Market by 2030
- 97 GW
- New Capacity Addition 2025-2030
- $63B
- Liquid Cooling Retrofit Base Case Market
- 15-21 GW
- Existing Capacity Needing Liquid-Cooling Retrofit
Chapters
What each chapter answers
- 011 min · Free
Global Datacenter Market Overview
What frames the datacenter market for 2026–2030?
Executive summaryFrameworkLive Atlas - 024 min · Free
Geographical Market Analysis
Which regions does the study cover, and what distinguishes each?
TableLive Atlas - 032 min · Free
Technology & Infrastructure Analysis
What does a modern, sustainable, AI-ready facility have to get right?
Key figuresFramework - 0416 min · Subscribers
Procurement, EPC & Supply Chain Analysis
What does a datacenter cost per MW to build, and which equipment sets the schedule?
Range chartWaterfallTable - 051 min · Subscribers
Demand Analysis & Customer Segments
Who buys datacenter capacity, and what does each buyer need?
Comparison - 061 min · Subscribers
Financial Analysis & Investment Metrics
How is a datacenter's cost base built up, and how is it financed?
Framework - 072 min · Subscribers
Risk Assessment & Mitigation
What could go wrong, and which risks matter most?
FrameworkLive Atlas - 081 min · Subscribers
Competitive Landscape & Positioning
Who competes for datacenter sites, customers and capital?
Table - 091 min · Subscribers
Investment Strategy & Recommendations
How should a developer decide where, what and for whom to build?
Timeline - 102 min · Subscribers
Overfinancing & Bubble Probability Assessment
Is the datacenter boom overfinanced, and where is the risk concentrated?
SplitTable - 111 min · Subscribers
ESG & Sustainability Leadership
What does credible sustainability leadership require of a datacenter operator?
Framework - 121 min · Subscribers
Implementation Roadmap
In what order does a datacenter platform get built?
Timeline - 131 min · Subscribers
Key Performance Indicators (KPIS)
Which indicators show a datacenter programme is on track?
Key figuresTable - 141 min · Subscribers
Appendices
What supporting material sits behind the analysis?
Framework - 1512 min · Subscribers
Geographical Market Analysis (detailed)
How do the five regions compare on size, growth, power and cost?
GrowthRankingComparisonTable
The first 3 chapters of this and every report are open to everyone. Data centres access opens all 15, with the models and their Excel files.
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The thesis, against the live record
Every live project on the public record, with the gates it has cleared and its Bankability Index.
961
live projects
758
before investment decision
$1.39tn
capex, filed or modeled
203
in construction
See the evidence behind each bottleneck
Free accounts see the evidence ladder, regional split and the most active organisations and projects, anonymised.
Ask about Datacenters & Technologies
Answers drawn from every Setcoin report and the live Atlas. Each statement links to the passage behind it.
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Cited answers across every report and the Atlas, with follow-up questions and a hand-off to the opportunity finder.