Resolution Capital sees AI exceeding half of data centre capacity by 2030

By Public Technologies
  • Resolution Capital's October 2026 analysis projects AI will exceed 50% of data center capacity by 2030, from roughly 25% currently.
  • Retail colocation facilities offer greater adaptability to rapidly evolving technology, increasing their investment appeal.
  • Power delays, regulatory hurdles and social license risks could constrain new supply, potentially benefiting existing capacity owners in key markets.
  • Firmus' failed IPO and NextDC's setbacks highlight mounting challenges facing the sector.
  • Hyperscale facilities serve single tenants on long-term leases; retail colocation facilities offer shorter leases with more frequent rent resets.


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