Resolution Capital sees AI exceeding half of data centre capacity by 2030
XLRE•Resolution Capital projects AI will account for more than 50% of data centre capacity by 2030, up from roughly 25% currently. The firm says retail colocation facilities may benefit from adaptability and constraints on new supply.
1. AI capacity forecast
Resolution Capital's October 2026 analysis projects AI will exceed 50% of data centre capacity by 2030, compared with roughly 25% currently. It says retail colocation facilities offer greater adaptability to rapidly evolving technology and more frequent rent resets than hyperscale facilities, which typically serve single tenants on long-term leases.
2. Supply constraints
Power delays, regulatory hurdles and social license risks could constrain new supply, potentially benefiting existing capacity owners in key markets. The analysis cites Firmus' failed IPO and NextDC's setbacks as signs of mounting challenges facing the sector.
