The data center outsourcing market is projected to grow significantly by 2035, reaching an estimated $312.83 billion. This growth is driven by a substantial shift towards leased capacity, with approximately 60% of new data center capacity expected to be leased rather than built in-house by 2030. AI and GPU cloud providers are identified as the primary catalysts for this expansion, representing the fastest-growing tenant segment. AI
IMPACT Accelerated demand for AI and GPU cloud services will drive massive growth in leased data center capacity.
RANK_REASON Significant market growth projection for data centers driven by AI demand. [lever_c_demoted from significant: ic=1 ai=0.7]
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