1、Data Centers2023 Global OutlookRapidly expanding data needs accelerate growth and drive investor interest,even as headwinds ContentsExecutive summary 3Challenges 4Supply chain 4Skills shortage 6Opportunities 8Sustainability 8Demand 10Continued growth 10Hyperscale 11Artificial intelligence 14Investor

2、 impact 15Market overview 16Contributors 18Executive summaryData centers are the hidden infrastructure underpinning all digital activities.Internet usage is almost universal,reaching 91%in North America,87%in Europe and 73%in Asia Pacific,and mobile phone subscription and use rates are even higher a

3、t above 90%in most markets.The demand from smartphone-based applications has driven an appetite for more digital infrastructure from cloud service providers,hyperscalers and over-the-top media companies in all regions.The global colocation data center market size is forecast to grow with a five-year

4、 CAGR of 11.3%from 2021 to 2026,and the hyperscale market is expected to grow even faster,at approximately a 20%CAGR.1 In this market perspective,we explore the global dynamics and outlook for the data center industry in 2023 and beyond.ChallengesWhile demand is high,current challenges limit industr

5、y growth.Supply chain delays have limited new construction,altering market dynamics toward preleasing.Skills shortages in technical fields limit new construction and make it more difficult to own and operate a data center.OpportunitiesSustainability and energy efficiency are top priorities for data

6、center users,operators and investors.Legislation and self-regulatory initiatives are setting standards to improve the industrys climate impact.Those who react the fastest and improve efficiency with both energy and water usage stand to benefit,as environmental impacts are top of mind for most leadin