The AI build-out is the largest infrastructure programme in modern corporate history — and most of what is written about it is unsourced. This study sources all of it. 8,821 data centers worldwide, roughly 100 GW of installed IT capacity heading for 200 GW by 2030, and over $1 trillion of annual capital expenditure, with every figure attributed to a named source with a publication date and a link.
Across 10 sections you will find our read on capacity and capex, the power constraint that has replaced GPU scarcity as the binding limit, the full competitive landscape across hyperscalers, colocation operators, neoclouds and converted bitcoin miners, a database of 123 named projects with sponsor, investment and megawatts, 43 market profiles, the local economics and politics of where these campuses land, the capital stack financing it all, and a two-sided risk ledger setting out both cases with the evidence each rests on.
Includes ~140 companies, ~450 sourced figures, 30 interactive charts and 11 sortable, searchable tables — plus an Excel data pack of every table for your own analysis. Reviewed quarterly.
Where sources disagree, both figures are shown rather than averaged. Every number carries the date it was verified.
Purchasing unlocks the interactive report online. Active PRO subscribers get access included at no extra charge.
Free — we just need an email
No payment, no trial. Give us an address and every dashboard opens immediately and stays on your account — there is nothing to choose between. PRO adds the research studies, the interactive models and the portfolio builder.
Already have an account? Log in