Report: 2025 Data Center Year in Review

Data center development over the last year has reshaped real estate, energy infrastructure, power markets, and the way we see the world completely. Hyperscaling, project capacity increases, and a surge in AI demands have had a large impact on the US and global economy.  US CAGR rates skyrocketed from 10% in 2025 to estimates surpassing 12% in 2030, signaling major market shifts. Data center development is set to exceed 400TWhrs of energy consumption and over 8% of total national energy use towards the end of the decade. While estimates suggest that this growth would exceed 20% in the future, AI demands are multiplying at unimaginable rates. LandGates estimates indicate that data center markets will exceed 500GW of power by the end of 2030, and growth will continue to impact subsidiary economies, entering a new age of technology. 

Positioned at the forefront of data center innovation, site selection and capital market investments, LandGate’s data shows unprecedented growth in the data center sectors this year. By providing the essential intelligence for investors and developers to strategically site, evaluate, and de-risk projects, LandGate stands out as a catalyst in the market to connect reliable and efficient power to these projects, while staying ahead of the curve. With over 5200 data centers across the platform, LandGate’s US data center coverage is not only extensive, but dives deep into site specifics as well as supplementary infrastructure. Fiber optic networks, redundancy power sources, cell towers and micro data center locations, gas offtake and pipeline information, water infrastructure and treatment plants, large load projects and exclusive grid navigation allows developers and landowners alike to leverage our site selection tools, ensuring both parties find the perfect solution. 

Total Projected Capacity (MW) by 2030 for Major Data Center Hubs

Considering over 2000 MW of capacity absorbed in the last quarter of the 2025, and colocation vacancy rates at an all time low, data center revenue is growing at paces that exceed national supply - raising significant questions for developers and investors alike. Hyperscalers account for over 70% of all new revenue commitments within the market, foreshadowing great changes to how we understand power and data driven AI needs. LandGate’s essential market intelligence highlights larger loads coming into the market, with significant capital expenditures to be allocated to mega-hyperscale projects. Not only this, the increase in demand for large scale facilities indicates a surge in power demand as well as a demand for land and supplementary infrastructure. As a result, the market is seeing hyperscale trends develop into ‘AI superfactories’ - large scale facilities that are intended to only cater to artificial intelligence computing needs, with this year's revenues expected to exceed $180B by the start of the new year. Supplemented with a rise in Behind the Meter, or off-grid projects, data center development not only shows a 15% year after year increase in colocation revenue, but also expectations that power will exceed 11% of national power demand sooner than anticipated. 

With project development facing increasing obstacles with the grid, supply chain constraints, space, and available capacities, companies are innovating different strategies to ensure AI demand is being met adequately. These fundamental shifts are a critical part of the market’s evolution, underscoring the necessity of LandGate that provides essential data and analysis to navigate the complexities of power, land, and capital investment in hyper-competitive environments. 

Top Data Center Markets Report 2025 

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