CLOUD & COLOCATION
Yet the sector faces formidable challenges. Jon Hjembo, Senior Manager of Infrastructure Research at TeleGeography, points to restrictions in Singapore, Ashburn, Frankfurt and Amsterdam as culprits in creating congestion in high-demand campuses and pushing up prices.
“ Hub market constraint is an impetus to push networks and data centres into new places,” said Jon.“ But to capture opportunity in nascent markets, operators have to move fast. They need to watch key growth indicators closely and then jump in before these places get saturated with new infrastructure investment.”
Power availability has emerged as the industry’ s defining constraint, with operators in the Americas seeking two-to three-year delivery timelines but often facing delays of five years or more, according to Cushman & Wakefield.
The sustainability imperative adds another layer of complexity for leading colocation providers.
Digital Realty achieved 75 % renewable energy of its global electricity needs in 2024, a 9 % increase from the prior year, reaching 1.5GW of renewable energy capacity under contract and matching 185 data centres with 100 % renewable energy.
Since 2022, Equinix has maintained 100 % renewable energy coverage across its entire North American portfolio through power purchase agreements with renewable energy suppliers and renewable energy certificates.
170 December 2025