Datacentre capacity has reached 67.7GW globally, with five countries accounting for 69% of that total, and the US alone accounting for 43%, according to the International Datacentre Authority's (IDCA) Datacentre report 2026.
Neocloud providers, which include the likes of Nscale, CoreWeave and Carbon3.ai, are having a somewhat disruptive impact on the market by making huge commitments to build out hyperscale datacentres in support of the UK government's AI growth agenda. These providers are also taking up capacity in colocation datacentres that some of the hyperscale cloud giants previously committed to renting space in, before pulling out.
The European colocation market is plugging the demand gaps for datacentre capacity caused by the waning appetites of hyperscale cloud firms by cozying up to neocloud providers, research from CBRE shows. The real estate consultancy's third quarter look at the state of the European datacentre market reveals that, despite a drop-off in hyperscaler demand for colocation capacity, the amount being acquired for hosting artificial intelligence (AI) workloads has soared.