仲量联行（JLL）：2025年全球数据中心展望报告：塑造未来的数字基础设施 2025 Global Data Center Outlook Shaping Tomorrow’s Digital Infrastructure.pptx

2025GlobalDataCenterOutlookShapingtomorrowsdigitalinfrastructureResearchGlobalJanuary2025

Thedatacentersectorwillcontinuetogrowataphenomenalpacein2025.Basedondevelopmentscurrentlyunderconstructionandplanned,theglobaldatacentermarketislikelytoexpandata15%CAGRthrough2027.Thisisourbaselineforecast,withupsidepotentialfora20%CAGRthrough2027.Theindustryfacesnumerousopportunitiesandchallengesamidstrapidexpansion.Theemergenceofnewtechnologyprovidesopportunityforsustainablegrowthandvaluecreation.Thesectoralsofacessignificantchallenges,includingpowerconstraintsandincreasingdemandwhichisoutstrippingsupply.Thisreportexaminestheconsequentialissuesfacingtheglobaldatacentersectorandprovidespredictionsfortheyearahead.02PowergridsExcitementisbuildingforsmallmodularreactors(SMRs),althoughwidespreaddeploymentisnotexpectedbefore2030.LookforanaccelerationofSMRagreementsin2025,withthetotalamountofgigawattscommittedlikelytodouble.04CapitalmarketsRoughly$170billionindatacenterassetvaluewillneedtosecureconstructionlendingorpermanentfinancingin2025.Investmentsalesvolumeislikelytorecordonlyamodestincreasein2025duetocontinuedbid-askspreads.01Artificialintelligence(AI)TheapplicationsofAIareexpandingacrossnearlyallindustries.BillionsofdollarshavebeeninvestedinAIoverthelastcoupleofyearsandallsignalssuggestthatAIdatacenterdemandwillcontinuetobuildmomentumin2025.03LiquidcoolingLiquidcoolinginfrastructurehasquicklybecomeadefaultinstallationinnewconstruction.Forexistingfacilitiestransitioningtohigher-densityworkloads,liquidcoolingwillbeaviablesolutionandanopportunitytoincreaseassetvalue.Executivesummary2

01Artificialintelligence?JONESLANGLASALLEIP,INC.GlobalDataCenterutlook3

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