KEY TRENDS DEFINING INVESTMENT IN 2025
• Surging capital expenditure: Major operators are raising capex targets by billions, channelling money toward hyperscale campuses and high-density expansions.
• AI as investment catalyst: The scale and urgency of AI training are dramatically increasing funding— JLL forecasts data centre energy demand will double within five years.
• Private equity momentum: Private equity’ s role is set to expand, underwriting both new builds and acquisitions as institutional investors chase long-term digital infrastructure returns.
• Sustainability and power: With energy demands and environmental scrutiny rising, next-generation cooling, power procurement( including interest in nuclear SMRs) and efficiency are central to investment strategies.
• New ecosystems: Interconnection, carrier-neutrality and hybrid workloads require diverse asset portfolios.