The Next Data Center Superpowers

And Why the U.S. Lead Won’t Last

Welcome to Global Data Center Hub. Join 800+ investors, operators, and innovators reading to stay ahead of the latest trends in the data center sector in developed and emerging markets globally.

---

Most people assume the U.S. will dominate data centers indefinitely.

That assumption is dead wrong.

While the U.S. holds 46% of the world’s data centers today, emerging markets are scaling faster than ever.

And they’re doing it with smart infrastructure strategies.

Why the U.S. Lead Won’t Last

America’s 5,381 data centers are powered by:

• Tech giants like Microsoft, Amazon, and Google

• Heavy AI and cloud computing investments

• Advanced telecom networks ensuring high-speed connectivity

But that dominance is being challenged.

---

Where the Next Data Center Boom Is Happening

Emerging markets are moving fast, backed by aggressive investments and favorable policies:

India

• Market expected to hit $8 billion by 2026, doubling its current size

• Data center capacity projected to triple by 2025, reaching 1,078 MW

• Forecasted 66% growth in capacity by 2026, requiring $3.8 billion investment

Brazil

• Data center market growing at a CAGR of 13% over the next five years

• Increased demand for cloud and AI-driven data services fueling expansion

Indonesia

• Data center market projected to grow by 6.18% from 2025 to 2029, reaching $4.50 billion in value

• Significant investments in hyperscale facilities, particularly in Jakarta and Eastern Java

---

The Real Shift: What’s Driving This Growth?

1. Explosive internet adoption and digital transformation

2. Government incentives attracting foreign capital

3. Access to cost-effective energy solutions

4. Rising demand for AI and cloud infrastructure

---

Who’s Leading This Global Expansion?

• India is attracting hyperscale investments from AWS, Microsoft, and Google

• Brazil is leading Latin America’s data center boom

• Indonesia is emerging as Southeast Asia’s AI-ready infrastructure hub

• Southeast Asia (Malaysia, Thailand, Vietnam) is rapidly becoming a key digital ecosystem

U.S. data centers aren’t going anywhere—but the next decade won’t look like the last one.

The real question.

Who will own the next 50% of the market?

---

One More Thing

I publish daily on data center investing, AI infrastructure, and the trends reshaping global data center markets.

Join 800+ readers and get the next insight in your inbox.

Want to go deeper?

Upgrade to get access to private content — where I share exclusive frameworks, premium insights, and real-world tools for data center investing and AI infrastructure.

When you subscribe, you’ll unlock guides and insights like:

• Data Center Power Infrastructure: The Foundation of AI Computing Performance

• Hyperscale vs. Colocation: Strategic Portfolio Considerations for Data Center Investors

• The $2.1 Trillion Catalyst: How Data Centers Are Transforming Global Economies (While Most Leaders Aren't Looking)

• Issue #11: Why Alphabet’s $75B AI Infrastructure Spend Changes Everything (And No One’s Talking About It)

• Data Center Design Evolution: Strategic Implications for Infrastructure Investors

• Issue #9: Brazil’s $350B Data Center Power Play: Why the Future of AI Infrastructure May Skip the U.S.

• What Forward-Thinking Data Center Operators Know About Emerging Tech That Others Are Missing

• Issue #8: Nvidia’s 600kW Racks Are Here (Is Your Infrastructure Ready?)

• Issue #7: CoreWeave’s $11.9 Billion OpenAI Deal - The Future of AI Compute is Taking Shape