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Data Center Sector to Double by 2030 Amid AI Surge

1/14/2026

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Story summary
  • Jones Lang LaSalle (JLL) predicts the data center sector will grow from 103 GW to 200 GW by 2030, with AI workloads about half.
  • Digital Realty's CEO, Andy Power, says the sector rests on long-term tech trends and is insulated from shocks by strong demand.
  • Financing concerns and tenant creditworthiness, including Oracle's AI ventures, have been raised.
  • Power says demand outpaces supply, with tight vacancies in Northern Virginia and London.