USA Data Center Market Analysis: 1,121 Existing and 385 Upcoming Colocation Centers, 152 Hyperscale Data Centers, and Strategic Expansions by Amazon, Microsoft, and Google

The article discusses the US data center market portfolio analysis, covering 1,121 existing and 385 upcoming colocation centers, plus 152 hyperscale data centers across 50 states. Key highlights include Amazon, Microsoft, and Google expanding data center campuses to support AI workloads, and leading operators like Equinix and Digital Realty. The market is expected to add over 90GW of capacity, with several facilities still in the announced or planned stages.

The US data center market is witnessing significant growth, with a robust portfolio of colocation centers and hyperscale facilities. As of the latest reports, the market encompasses 1,121 existing and 385 upcoming colocation centers, along with 152 hyperscale data centers spread across 50 states. This expansion is driven by the increasing demand for AI workloads and cloud services.

Leading operators such as Amazon, Microsoft, and Google are expanding their data center campuses to support these growing demands. Equinix and Digital Realty are also key players in this market, continuing to invest in new facilities. The market is expected to add over 90GW of capacity by 2030, with several facilities still in the announced or planned stages [1].

The demand for AI capacity is accelerating, and North Dakota is emerging as a strategic location for data centers. Applied Digital Corp. (NASDAQ:APLD), a key player in the industry, recently announced plans to build the Polaris Forge 2 Campus, a data center capable of powering 280 MW of critical IT load capacity. This expansion underscores the growing need for high-performance AI infrastructure [2].

In addition to the US market, the Asia-Pacific region is also experiencing substantial growth in the data center colocation market. For instance, the Thailand data center colocation market is projected to reach USD 1.61 billion by 2030, rising at a CAGR of 44.81%. This growth is driven by factors such as increasing demand for cloud services and the impact of AI on the data center industry [3].

The expansion of data centers in the US and Asia-Pacific regions highlights the global trend of investing in infrastructure to support the growing digital economy. As these markets continue to evolve, investors and financial professionals should closely monitor the developments and opportunities in the data center colocation industry.

References:
[1] https://finance.yahoo.com/news/australia-data-center-colocation-market-131900370.html
[2] https://finance.yahoo.com/news/applied-digital-apld-ends-losing-164234626.html
[3] https://www.globenewswire.com/news-release/2025/08/21/3137038/28124/en/Thailand-Data-Center-Colocation-Market-2025-2030-An-Assessment-of-Existing-New-Operators-and-Emerging-Investment-Opportunities.html