US Hyperscale Data Center Market Industry Outlook & Forecast 2025-2030

U.S. HYPERSCALE DATA CENTER MARKET SEGMENTATION INSIGHTS

• U.S. data centers are rapidly scaling server infrastructure to handle the explosive growth of AI, cloud computing, and HPC workloads. Hyperscale operators and enterprises are increasingly deploying energy-efficient, high-density servers to reduce power usage while maximizing performance. In May 2025, Oracle invested $40 billion to purchase around 400,000 Nvidia GB200 GPUs for OpenAI’s Stargate data center campus in Abilene, Texas. The chips will power one of the largest AI-focused facilities in the world, part of a $500 billion multi-campus project aimed at delivering over 1GW of capacity per site.

• Given the cost-effectiveness of diesel generators compared to alternatives, they remain the most widely used power source in data centers. Major hyperscale operators using HVO for generators include Compass Datacenters and Vantage Data Centers. Other operators like Digital Realty are increasingly turning to HVO as a cleaner and more sustainable alternative to conventional diesel for backup generators.

• Liquid-based cooling encompasses chilled-water systems, direct liquid cooling, and immersion cooling technologies. Widely used in HPC environments, liquid cooling replaces air with water or other coolants to absorb and remove heat more effectively from electronic devices, providing better temperature control and efficiency. In January 2024, Aligned Data Centers launched DeltaFlow, a new liquid cooling system and technology. This technology is designed to support high-density compute requirements and workloads of up to 300 kW per rack.

GEOGRAPHICAL ANALYSIS

• By 2030, the U.S. hyperscale market is expected to reach an area of 32.15 million square feet, experiencing steady growth over the forecast period. The cost of acquiring land in the U.S. is projected to keep rising, especially in key hyperscale markets such as Northern Virginia, Dallas, and Silicon Valley, where demand for data center capacity far outpaces available supply.

• In August 2025, a former golf course in Dauphin County was sold for $45.6 million to Harrisburg I, LLC, which plans to develop the 250-acre site into a data center campus. The project is expected to deliver tax benefits to the community, though it still requires approvals for power, water, and infrastructure before operations can begin by 2027.

• Southeastern U.S. at present dominates the data center market in the U.S., followed by Midwestern U.S., Western U.S., Southwestern U.S., and Northeastern U.S. It accounts for over 11% of the overall data center investments, which highlights its stronghold in the sector. The country witnesses billions in investments from several operators.

• The availability of land is the central factor shaping hyperscale growth. Northern Virginia remains the largest hyperscale hub, but grid congestion and land scarcity are slowing down expansion. This has redirected large-scale projects toward Texas, Arizona, and Oregon, where both land and renewable energy capacity are abundant.

• The scale of new projects has led to a surge in joint ventures between hyperscale operators, REITs, energy developers, and private equity funds. Firms such as CloudHQ, STACK Infrastructure, and Vantage are developing multi-GW campuses in collaboration with utilities to secure long-term power supply. At the same time, infrastructure funds like Blackstone and Brookfield are expanding their data center portfolios through acquisitions and build-to-suit financing. This consolidation of capital and expertise is enabling operators to overcome land, power, and cost constraints, ensuring that the US continues to lead global hyperscale expansion.

U.S. HYPERSCALE DATA CENTER MARKET VENDOR LANDSCAPE

• The U.S. hyperscale data center market has the presence of prominent operators such as Apple, AWS, Aligned Data Centers, CloudHQ, Digital Realty, Equinix, EdegeConnex, Google, Flexential, Meta, Microsoft, STACK Infrastructure, Switch, Vantage Data Centers, and several others.

• Hyperscale operators like Meta (Facebook), Google, Microsoft, AWS, and Apple continue to contribute to over 40% of the total investments in the market. The competition among these operators in acquiring land, power, and capacity in colocation facilities is currently at an all-time high.

• The entry of new players into the market, including companies like Colovore, CloudBurst Data Centers, Crane Data Centers, Edged Energy, NE Edge, Rowan Digital Infrastructure, Quantum Loophole, Tract, is likely to disrupt the market, raising the level of competition.

VENDORS LANDSCAPE

IT INFRASTRUCTURE PROVIDERS

• Arista Networks

• Atos

• Broadcom

• Cisco

• DataDirect Networks

• Dell Technologies

• Extreme Networks

• Fujitsu

• Hewlett Packard Enterprise (HPE)

• Hitachi Vantara

• IBM

• Intel

• Infortrend technology

• Inspur

• Lenovo

• MiTAC Holdings

• Micron technology

• NetApp

• Nimbus Data

• Oracle

• Pure Storage

• Seagate Technology

• QNAP Systems

• Quanta Cloud Technology (Quanta Computer)

• Supermicro

• Synology

• Western Digital

• Wiwynn (Wistron Corporation)

KEY SUPPORT INFRASTRUCTURE PROVIDERS

• ABB

• Caterpillar

• Cummins

• Delta Electronics

• Eaton

• Legrand

• Rolls-Royce

• Schneider Electric

• STULZ

• Vertiv

OTHER SUPPORT INFRASTRUCTURE PROVIDERS

KEY DATA CENTER CONTRACTORS

OTHER DATA CENTER CONTRACTORS

• AlfaTech

• BlueScope Construction

• Brasfield & Gorrie

• Black & Veatch

• Balfour Beatty

• CallisonRTKL

• Clark Construction Group

• Climatec

• Clune Construction

• EMCOR Group

• EYP MCF

• Fitzpatrick Architects

• Fluor Corporation

• Gensler

• Gilbane Building Company

• Gray

• HDR

• Hensel Phelps

• HITT Contracting

• Hoffman Construction

• JE Dunn Construction

• JHET Architects

• kW Engineering

• Walbridge

• WSP (kW Mission Critical Engineering)

• Linesight

• M+W Group (Exyte)

• McCarthy Building Companies

• Morrison Hershfield (Stantec)

• Mortenson

• Pepper Construction

• Rosendin

• Ryan Companies

• Salute Mission Critical

• Sheehan Nagle Hartray Architects

• Skanska

• Southland Industries

• Sturgeon Electric Company

• STO Building Group

• Sundt Construction

• Suffolk Construction

• The Mulhern Group

• The Walsh Group

• The Weitz Company

• TRINITY Group Construction

KEY DATA CENTER INVESTORS

• Apple

• Amazon Web Services

• CyrusOne

• DataBank

• Digital Realty

• Equinix

• Google

• Meta

• Microsoft

• NTT DATA

• Vantage Data Centers

OTHER DATA CENTER INVESTORS

• Aligned Data Centers

• American Tower

• AUBix

• Centersquare

• CloudHQ

• Cologix

• Compass Datacenters

• COPT Data Center Solutions

• Corscale Data Centers

• Core Scientific

• DartPoints

• DigiPower X

• DC BLOX

• EdgeConneX

• EdgeCore Digital Infrastructure

• Element Critical

• Flexential

• Fifteenfortyseven Critical Systems Realty (1547)

• HostDime

• HUT 8

• H5 Data Centers

• Iron Mountain

• Netrality Data Centers

• Novva Data Centers

• PowerHouse Data Centers

• Prime Data Centers

• PheonixNAP

• QTS Data Centers

• Sabey Data Centers

• Skybox Datacenters

• Stream Data Centers

• STACK Infrastructure

• Switch

• T5 Data Centers

• TierPoint

• Yondr Group

• 365 Data Centers

• 5C Data Centers

NEW ENTRANTS

Key Attributes:

The report includes the investment in the following areas:

Segmentation by Infrastructure

Segmentation by IT Infrastructure

• Server Infrastructure

• Storage Infrastructure

• Network Infrastructure

Segmentation by Electrical Infrastructure

Segmentation by Mechanical Infrastructure

Segmentation by Cooling System

• CRAC & CRAH Units

• Chiller Units

• Cooling Towers, Condensers & Dry Coolers

• Economizers & Evaporative Coolers

• Other Cooling Units

Segmentation by Cooling Technique

Segmentation by General Construction

• Core & Shell Development

• Installation & Commissioning Services

• Engineering & Building Design

• Fire Detection & Suppression

• Physical Security

• DCIM/BMS Solutions

Segmentation by Tier Standards

• Tier I & Tier II

• Tier III

• Tier IV

Geography

• Southeastern U.S.

• Western U.S.

• Midwestern U.S.

• Southwestern U.S.

• Northeastern U.S.

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