DESIGN & BUILD
An AWS data centre centre investments for fiscal 2025, whilst Meta is targeting US $ 60-65bn.“ Over half of the expected AI infrastructure spending will take place in the US,” Microsoft President Brad Smith said in January 2025.
This level of investment creates significant barriers to entry. Amazon, Microsoft and Google control 59 % of hyperscale capacity, and their massive infrastructure investments make it increasingly difficult for competitors to achieve similar scale. The capital requirements for building hyperscale facilities – often exceeding US $ 1bn per campus – limit the number of players who can compete effectively.
However, specialised providers focused on AI workloads are finding opportunities. 137 new facilities came online in 2024 with 504 more in planning, indicating continued growth across the sector.
“ I actually think all the companies that are investing are making a rational decision,” says Meta’ s Mark Zuckerberg,“ because the downside of being behind is that you’ re out of position for the most important technology for the next 10 to 15 years.”
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