Data Center Colocation Market to Reach USD 298.78 Billion by 2035 Amid AI Infrastructure and Cloud Expansion | Report by SNS Insider

Impact · against what's priced in

The report confirms the massive scale of AI infrastructure spending, but for the hyperscalers, this is a known cost rather than a new catalyst. The primary value is for colocation providers, though the shift toward wholesale, high-density deployments validates the specific infrastructure pivot required to sustain AI growth.

AMZN+0.00

Already priced in

The price assumes

2026-27 capex of $200-220bn earns its return