Hyperscaler and cloud market hub
Hyperscalers and cloud markets
Where hyperscalers, AI clouds and the large colocation operators are building, what capacity is published, which forecasts exist and who holds the cloud market. Every figure keeps its own basis, date and source. Nothing is summed across sources and CoolPower makes no forecasts of its own.
- 121tracked project records
- 32country profiles
- 84published market figures
- 26 of 50US states with sourced activity
Capacity, forecasts and market share: global
Every number is shown as published, with its basis, date and source. Figures with different bases (IT power, grid connection, electricity use) or from different sources are never added or blended. Where no figure exists we say not publicly reported. CoolPower makes no forecasts of its own.
Current capacity and pipeline
| Figure | What it measures | State | Period or as of | Source |
|---|---|---|---|---|
| 1,360 hyperscale data centres Third-party reported | Count Number of large data centres operated by hyperscale providers Source statement (paraphrased): "1,360 hyperscale data centres at the end of Q4 2025" | Operational | 2025-12-31 | Synergy Research Group (opens in a new tab) Published 7 Apr 2026. Accessed 19 Oct 2026. |
| 48% Third-party reported | Share of capacity Hyperscale operators share of worldwide data centre capacity Source statement (paraphrased): "hyperscale 48% of worldwide capacity" | Operational | 2025-12-31 | Synergy Research Group (opens in a new tab) Published 7 Apr 2026. Accessed 19 Oct 2026. |
| 20% Third-party reported | Share of capacity Colocation share of worldwide data centre capacity Source statement (paraphrased): "colocation 20%" | Operational | 2025-12-31 | Synergy Research Group (opens in a new tab) Published 7 Apr 2026. Accessed 19 Oct 2026. |
| 32% Third-party reported | Share of capacity On-premise (enterprise) share of worldwide data centre capacity Source statement (paraphrased): "on-premise 32%" | Operational | 2025-12-31 | Synergy Research Group (opens in a new tab) Published 7 Apr 2026. Accessed 19 Oct 2026. |
| 54% Third-party reported | Share of capacity United States share of operational hyperscale capacity, measured by MW of critical IT load. Europe and China each about a third of the balance Source statement (paraphrased): "US accounts for 54% of total capacity" | Operational | 2024-12-31 | Synergy Research Group (opens in a new tab) Published 19 Mar 2025. Accessed 19 Oct 2026. |
| 57% Third-party reported | Share of capacity Amazon, Microsoft and Google combined share of hyperscale data centre capacity Source statement (paraphrased): "Amazon, Microsoft and Google hold 57% of hyperscale capacity" | Operational | 2026 Q1 | TechInsights (opens in a new tab) Published date not stated. Accessed 19 Oct 2026. |
| 415 TWh Third-party reported | Electricity use Data centre electricity consumption, IEA estimate Source statement (paraphrased): "data centres accounted for around 1.5% of world electricity consumption in 2024, or 415 TWh" | Operational | 2024 | International Energy Agency (opens in a new tab) Published 10 Apr 2025. Accessed 19 Oct 2026. |
Sources measure different things (for example colocation only, grid requests or contracted connections), so they are listed side by side.
Forecasts and scenarios
| Figure | What it measures | Period or as of | Source |
|---|---|---|---|
| 67% Forecast | Share of capacity Forecast hyperscale share of worldwide data centre capacity Source statement (paraphrased): "hyperscale operators to account for 67% of all data center capacity by 2031" | 2031 | Synergy Research Group (opens in a new tab) Published 7 Apr 2026. Accessed 19 Oct 2026. |
| 19% Forecast | Share of capacity Forecast on-premise share of worldwide data centre capacity Source statement (paraphrased): "on-premise share falling to 19%" | 2031 | Synergy Research Group (opens in a new tab) Published 7 Apr 2026. Accessed 19 Oct 2026. |
| about 945 TWh Forecast | Electricity use IEA Base Case projection of data centre electricity consumption Source statement (paraphrased): "more than doubling to around 945 TWh by 2030 in the Base Case" | 2030 | International Energy Agency (opens in a new tab) Published 10 Apr 2025. Accessed 19 Oct 2026. |
| about 1,200 TWh Forecast | Electricity use IEA Base Case projection of data centre electricity consumption Source statement (paraphrased): "around 1,200 TWh by 2035" | 2035 | International Energy Agency (opens in a new tab) Published 10 Apr 2025. Accessed 19 Oct 2026. |
Forecasts from different publishers use different methods and bases. Forecasts and scenarios are shown side by side and never averaged.
Cloud market share
| Figure | What it measures | Period or as of | Source |
|---|---|---|---|
| 28% Amazon (AWS) Third-party reported | Cloud market share Share of worldwide cloud infrastructure services revenue (IaaS, PaaS and hosted private cloud) Source statement (paraphrased): "Amazon 28% market share in Q2 2026" | 2026 Q2 | Synergy Research Group (opens in a new tab) Published 30 Jul 2026. Accessed 19 Oct 2026. |
| 20% Microsoft (Azure) Third-party reported | Cloud market share Share of worldwide cloud infrastructure services revenue (IaaS, PaaS and hosted private cloud) Source statement (paraphrased): "Microsoft 20% market share in Q2 2026" | 2026 Q2 | Synergy Research Group (opens in a new tab) Published 30 Jul 2026. Accessed 19 Oct 2026. |
| 15% Google (Google Cloud) Third-party reported | Cloud market share Share of worldwide cloud infrastructure services revenue (IaaS, PaaS and hosted private cloud) Source statement (paraphrased): "Google 15% market share in Q2 2026" | 2026 Q2 | Synergy Research Group (opens in a new tab) Published 30 Jul 2026. Accessed 19 Oct 2026. |
| 67% Amazon, Microsoft and Google together Third-party reported | Cloud market share Combined share of the public IaaS and PaaS segment only (a narrower basis than the rows above) Source statement (paraphrased): "the top three hold 67% of the public IaaS and PaaS market" | 2026 Q2 | Synergy Research Group (opens in a new tab) Published 30 Jul 2026. Accessed 19 Oct 2026. |
Capital expenditure guidance
| Figure | What it measures | Period or as of | Source |
|---|---|---|---|
| USD 130 to 145 billion Meta Official source | Capital expenditure Company-wide capital expenditure guidance including principal payments on finance leases Source statement (paraphrased): "2026 capital expenditures, including principal payments on finance leases, in the range of $130-145 billion" | 2026 (calendar year) | Meta Platforms (press release via PR Newswire) (opens in a new tab) Published 29 Jul 2026. Accessed 19 Oct 2026. |
| USD 195 to 205 billion Alphabet (Google) Third-party reported | Capital expenditure Company-wide capital expenditure guidance, raised from $180 to $190 billion Source statement (paraphrased): "capex for the year of $195 billion to $205 billion" | 2026 | CNBC (opens in a new tab) Published 22 Jul 2026. Accessed 19 Oct 2026. |
| about USD 220 billion Amazon Third-party reported | Capital expenditure Company-wide capital spending expectation stated by the CEO Source statement (paraphrased): "expects capital spending to reach $220 billion this year" | 2026 | CNBC (opens in a new tab) Published 30 Jul 2026. Accessed 19 Oct 2026. |
| about USD 175 billion Microsoft Third-party reported | Capital expenditure Capital expenditure and finance leases after an accounting change to building useful life and lease treatment Source statement (paraphrased): "roughly $175 billion in capital expenditures and finance leases" | 2026 spending plans (fiscal or calendar basis not stated in the source) | CNBC (opens in a new tab) Published 29 Jul 2026. Accessed 19 Oct 2026. |
Company-wide guidance, each in its own currency and period. These are not data centre totals and are never summed.
Other sourced market facts
| Figure | What it measures | Period or as of | Source |
|---|---|---|---|
| USD 143 billion Third-party reported | Cloud spending Quarterly worldwide cloud infrastructure services revenue, up 43% year on year Source statement (paraphrased): "Q2 cloud market passes $143 billion" | 2026 Q2 | Synergy Research Group (opens in a new tab) Published 30 Jul 2026. Accessed 19 Oct 2026. |
| 60% Third-party reported | Share of capacity Share of hyperscale capacity in the top 20 metro markets, 15 of them in the US. Northern Virginia and Greater Beijing together hold 17% Source statement (paraphrased): "top 20 markets hold 60% of hyperscale capacity" | 2026 Q1 | TechInsights (opens in a new tab) Published date not stated. Accessed 19 Oct 2026. |
Regions
- AmericasNorth America and Latin America. 4 country profiles, 28 tracked projects, 1 regional figures.
- Europe, Middle East and Africa (EMEA)Europe plus the Middle East and Africa. 22 country profiles, 83 tracked projects, 7 regional figures.
- Asia Pacific (APAC)Asia Pacific including mainland China. 6 country profiles, 10 tracked projects, 1 regional figures.
Countries: projects and published figures
Counts are records we publish, not national totals. A country with no sourced projects yet is marked as such.
Hyperscalers, neoclouds and colocation operators
Hyperscalers and large clouds
- Alibaba Cloud 0 tracked projects. Hyperscaler
- Amazon Web Services (AWS) 8 tracked projects. Hyperscaler, Occupier
- Baidu AI Cloud 0 tracked projects. Hyperscaler
- China Mobile Cloud 0 tracked projects. Hyperscaler
- China Telecom Cloud 0 tracked projects. Hyperscaler
- China Unicom Cloud 0 tracked projects. Hyperscaler
- Google 21 tracked projects. Hyperscaler, Developer, Occupier
- Huawei Cloud 0 tracked projects. Hyperscaler
- Meta Platforms 5 tracked projects. Hyperscaler, Developer, Occupier
- Microsoft 17 tracked projects. Hyperscaler, Developer, Occupier
- Oracle 4 tracked projects. Hyperscaler, Occupier
- Tencent Cloud 0 tracked projects. Hyperscaler
AI clouds and neoclouds
- Bell Canada 2 tracked projects. Developer, AI cloud
- CoreWeave 1 tracked projects. AI cloud, Occupier
- Deutsche Telekom 1 tracked projects. AI cloud, Colocation operator
- Fluidstack 1 tracked projects. AI cloud
- Groq 1 tracked projects. AI cloud
- Lambda 1 tracked projects. AI cloud
- Nebius 3 tracked projects. AI cloud
- Ooredoo 1 tracked projects. AI cloud
Colocation and wholesale operators
- AdaniConneX 1 tracked projects. Developer, Colocation owner
- Africa Data Centres 1 tracked projects. Colocation owner, Colocation operator, Developer
- AirTrunk 2 tracked projects. Colocation owner, Colocation operator, Developer
- Aruba 1 tracked projects. Colocation owner, Colocation operator
- Atman 1 tracked projects. Colocation owner, Colocation operator
- Data4 3 tracked projects. Colocation owner, Colocation operator, Developer
- DataVita 1 tracked projects. Colocation owner, Developer
- Deutsche Telekom 1 tracked projects. AI cloud, Colocation operator
- Digital Realty 1 tracked projects. Colocation owner, Colocation operator
- Echelon Data Centres 1 tracked projects. Developer, Colocation owner
- Eclairion 1 tracked projects. Colocation owner, Colocation operator
- EcoDataCenter 1 tracked projects. Colocation owner, Developer
- Equinix 4 tracked projects. Colocation owner, Colocation operator
- iXAfrica 1 tracked projects. Colocation owner, Colocation operator
- Kasi Cloud 1 tracked projects. Colocation owner, Colocation operator
- Khazna Data Centers 6 tracked projects. Colocation owner, Colocation operator, Developer
- NED Data Centers 1 tracked projects. Developer, Colocation owner
- NEXTDC 1 tracked projects. Colocation owner, Colocation operator
- Nxtra by Airtel 1 tracked projects. Colocation owner, Colocation operator
- ODATA 1 tracked projects. Colocation owner, Colocation operator
- Open Access Data Centres (OADC) 1 tracked projects. Colocation owner, Colocation operator
- Rack Centre 1 tracked projects. Colocation owner, Colocation operator
- Scala Data Centers 1 tracked projects. Colocation owner, Developer
- Schwarz Digits 1 tracked projects. Developer, Colocation owner
- Serverfarm 1 tracked projects. Developer, Colocation owner
- Syntys 1 tracked projects. Colocation owner, Colocation operator
- Teraco 2 tracked projects. Colocation owner, Colocation operator
- Vantage Data Centers 2 tracked projects. Colocation owner, Colocation operator, Developer
Developers and investors
- Aker 1 tracked projects. Investor, Developer
- Brookfield 2 tracked projects. Investor, Developer
- Campus IA 1 tracked projects. Developer
- Dalia Energy 1 tracked projects. Investor
- DataOne 1 tracked projects. Developer
- Omnia 1 tracked projects. Developer
- Related Digital 1 tracked projects. Developer
- SoftBank 3 tracked projects. Investor, Developer
- UK Atomic Energy Authority (UKAEA) 1 tracked projects. Developer
United States by state
Activity means a published project, policy, cloud region or market figure for that state. A state without one says no sourced activity yet.
- Alabamano sourced activity yet
- Alaskano sourced activity yet
- Arizona1 policies
- Arkansas1 projects
- California2 cloud regions
- Coloradono sourced activity yet
- Connecticutno sourced activity yet
- Delawareno sourced activity yet
- Floridano sourced activity yet
- Georgia1 policies
- Hawaiino sourced activity yet
- Idahono sourced activity yet
- Illinois1 cloud regions
- Indiana1 projects
- Iowa1 cloud regions
- Kansasno sourced activity yet
- Kentuckyno sourced activity yet
- Louisiana1 projects
- Maineno sourced activity yet
- Marylandno sourced activity yet
- Massachusettsno sourced activity yet
- Michigan1 projects
- Minnesota1 projects
- Mississippi1 projects
- Missouri1 projects
- Montanano sourced activity yet
- Nebraskano sourced activity yet
- Nevadano sourced activity yet
- New Hampshireno sourced activity yet
- New Jersey1 projects
- New Mexico1 projects
- New Yorkno sourced activity yet
- North Carolina1 projects
- North Dakotano sourced activity yet
- Ohio1 projects, 1 policies, 1 cloud regions
- Oklahoma1 projects
- Oregon1 cloud regions
- Pennsylvania1 projects
- Rhode Islandno sourced activity yet
- South Carolina1 projects
- South Dakotano sourced activity yet
- Tennessee1 projects
- Texas4 projects, 1 policies, 1 cloud regions, 1 figures
- Utahno sourced activity yet
- Vermontno sourced activity yet
- Virginia1 policies, 3 cloud regions, 1 figures
- Washington1 cloud regions
- West Virginiano sourced activity yet
- Wisconsin3 projects
- Wyoming1 cloud regions
China
The IEA puts China at 25% of world data centre electricity use in 2024, second to the US. Omdia puts Alibaba Cloud at 37%, Huawei Cloud at 17% and Tencent Cloud at 10% of mainland cloud infrastructure spending in Q4 2025. MIIT counted 10.85 million standard racks in use in June 2025. The East Data West Computing programme steers new capacity to eight national hubs.
China market profile and the East Data West Computing programme.
All tracked projects
Americas (28)
Europe, Middle East and Africa (EMEA) (83)
Asia Pacific (APAC) (10)
| Project | Country | Stage | Operator, developer or owner | Hyperscaler or AI tenant | Announced | Expected |
|---|---|---|---|---|---|---|
| NEXTDC S7 data centre (Eastern Creek, Sydney) New South Wales | Australia | Planning | NEXTDC | not stated | not stated | not stated |
| Google AI hub (Visakhapatnam) Andhra Pradesh | India | Under construction | Google, AdaniConneX, Nxtra by Airtel | not stated | 2025-10-14 | not stated |
| SoftBank AI data centre at the former Sharp Sakai plant (Osaka) Osaka Prefecture | Japan | Announced | SoftBank | not stated | 2024-06-07 | 2025 |
| AirTrunk JHB1 (Johor Bahru) Johor | Malaysia | Operating | AirTrunk | not stated | not stated | 2024-07 |
| AirTrunk JHB2 (Iskandar Puteri, Johor) Johor | Malaysia | Announced | AirTrunk | not stated | not stated | not stated |
| Google Elmina data centre (Selangor) Selangor | Malaysia | Under construction | not stated | not stated | 2027 | |
| Digital Realty DC-CFA2 data centre (Jurong Island, Singapore) Jurong Island | Singapore | Provisional capacity allocation | Digital Realty | not stated | not stated | not stated |
| Equinix DC-CFA2 data centre (Jurong Island, Singapore) Jurong Island | Singapore | Provisional capacity allocation | Equinix | not stated | not stated | not stated |
| Keppel Data Centres DC-CFA2 data centre (Jurong Island, Singapore) Jurong Island | Singapore | Provisional capacity allocation | Keppel Data Centres | not stated | not stated | not stated |
| ST Telemedia Global Data Centres DC-CFA2 data centre (Jurong Island, Singapore) Jurong Island | Singapore | Provisional capacity allocation | ST Telemedia Global Data Centres | not stated | not stated | not stated |
Data gaps
- No public provider share for North and Latin America as a region was found. Synergy publishes worldwide and European shares only in its free releases.
- No public provider share for Asia Pacific as a whole was found in free sources. Mainland China shares (Omdia) are shown on the China page.
- No public provider share for the Middle East and Africa was found. The EMEA figures shown cover Europe only.
- No public provider market share by country was found except mainland China (Omdia via DCD). Every other country page shows not publicly reported.
- Baidu AI Cloud, China Telecom (Tianyi Cloud), China Mobile Cloud and China Unicom Cloud shares were not in the checked Omdia text. Shown as not publicly reported.
- Countries with no sourced projects yet: China.
- Countries with no published market figure yet: Belgium, Canada, Denmark, Egypt, Israel, Kenya, Mexico, Nigeria, Qatar, Singapore, United Arab Emirates.
- US states with no sourced activity yet: 24.
- Australia: No official national MW figure was found.
- Austria: No checked public figure for national operational IT capacity. A Colliers market estimate exists but could not be fetched and checked, so it is not shown.
- Belgium: Not publicly reported in a checked source: national operational MW, pipeline MW and an official data centre demand forecast.
- Brazil: No official figure for operational data centre MW was found.
- Canada: Not publicly reported in a checked source: national data centre MW, pipeline and forecasts. TELUS sovereign AI factory pages could not be fetched.
- China: Capacity is reported in standard racks, not MW. Baidu AI Cloud, China Telecom, China Mobile and China Unicom cloud shares were not found in checked public text.
- Denmark: Not publicly reported in a checked text source: national operational MW and a data centre demand forecast.
- Egypt: Not publicly reported in a checked source: national MW, pipeline and forecasts.
- Finland: No official figure for operational data centre MW was found. Fingrid figures are contracted connections based on developer information.
- France: No checked national figure for operational data centre MW or an official data centre demand forecast is shown yet.
- Germany: National capacity figures are Borderstep model estimates cited by government, not official statistics.
- India: Capacity figures come from a property adviser. No official national MW figure was found.
- Ireland: CSO figures are metered electricity consumption, not capacity. No official national MW capacity figure was found.
- Israel: Not publicly reported: national data centre MW, pipeline and forecasts.
- Italy: IDA figures cover commercial (colocation and wholesale) capacity. Hyperscale self-build is not included.
- Japan: Not publicly reported in a checked source: national operational MW.
- Kenya: Not publicly reported: national data centre MW and forecasts.
- Malaysia: Johor figures mix actual electricity use (MW) and approved capacity (MW), which are different measures. No national official capacity figure found.
- Mexico: Not publicly reported in a checked source: national MW, pipeline and forecasts.
- Netherlands: The DDA figure covers colocation only. No official national MW figure including hyperscale self-build was found.
- Nigeria: Not publicly reported: national data centre MW, pipeline and forecasts.
- Norway: No official figure for operational data centre MW was found. Energy use is reported in TWh.
- Poland: No checked official national MW figure. A market size of over 200 MW is reported in Polish press but its source could not be confirmed.
- Qatar: Not publicly reported: national data centre MW, pipeline and forecasts.
- Saudi Arabia: MCIT does not define whether capacity is IT or facility power.
- Singapore: The 1.4 GW figure dates from May 2024 and its basis (IT or facility) is not stated.
- South Africa: The 1,200 MW figure is a press report of announced plans, not operational capacity. No official national figure was found.
- Spain: Installed capacity comes from the industry association SpainDC. No official national MW figure was found.
- Sweden: No official figure for operational data centre MW was found.
- United Arab Emirates: No official national capacity figure. Campus figures are announced headline capacities.
- United Kingdom: DSIT figure covers colocation only and excludes enterprise and most hyperscale self-build. It is a modelled estimate, not a census. CoolPower project coverage is partial.
- United States: LBNL figures are modelled national estimates. CoolPower tracks a small sample of US projects.
Market data checked 19 Oct 2026. Download all market figures (CSV) or JSON. How we publish.