JLL

JLL is actively positioning itself within the rapidly expanding global data center market, leveraging its expertise to support significant infrastructure development. The firm is engaged in strategic partnerships, such as assisting Nostrum Data Centers to enhance Spain's role as a major international connectivity hub. This operational focus aligns with broader market predictions concerning massive growth in the sector.

Market analysis from JLL forecasts a substantial $3 trillion investment supercycle within the data center industry, projecting that global capacity will double by the year 2030. This expansion is primarily fueled by the accelerating demands of artificial intelligence and cloud services, indicating a fundamental transformation of the real estate landscape.

Despite this optimistic outlook for capacity doubling, JLL's outlook highlights significant structural challenges that must be navigated. Key concerns center on managing power scarcity and energy constraints globally, which could impede the pace of this projected growth. The firm is therefore focused on guiding clients through these complex operational realities.

Overall, JLL is solidifying its role as a key advisor in a transformative period for digital infrastructure. The current emphasis is on facilitating major capital deployment and managing the associated risks of energy supply while capitalizing on the AI-driven demand cycle.

Last updated February 7, 2026