# APAC data centre capacity set to nearly double by 2030

- **Source:** Real Estate Asia
- **Published:** 2026-10-13T02:00:00.000Z
- **Author:** Staff Reporter
- **Original:** https://realestateasia.com/industrial/news/apac-data-centre-capacity-set-nearly-double-2030
- **Topics:** Commercial & Industrial, Investment & Capital Markets, Regional Markets

## Featured rationale

Limited grid capacity signals that secure power access may increasingly determine data centre asset viability and create a scarcity premium for suitably connected sites.

## AI summary

JLL projects APAC data centre capacity to rise from 32GW to 57GW by 2030, while global capacity could reach 200GW.

## Original article

Capacity is projected to surge from 32GW to 57GW.

The rapid expansion of artificial intelligence and data centres is reshaping power markets, with grid access emerging as a critical factor for real estate and infrastructure investment, according to JLL.

JLL revealed that APAC data centre capacity is projected to nearly double from 32GW to 57GW by 2030, while global capacity could reach 200GW. The growth marks a reversal of decades of stable or declining electricity demand, with utilities in major markets now forecasting demand significantly above previous expectations.

According to JLL's Energy & Infrastructure Advisory platform, grid infrastructure is increasingly the key constraint. Interconnection queues for new renewable projects have stretched to four years or more in some regions, while data centre development is outpacing grid planning in several APAC markets.

"Power access has evolved from an operational consideration to a defining factor in asset viability and valuation," JLL said.

James Cameron, head of Energy & Infrastructure, APAC, at JLL, said the status and location of grid connections is now the "first question" for investors in liberalised APAC markets including Australia, India, Japan and the Philippines, and has the largest valuation impact for development assets.

JLL said the constraints are also creating opportunities for assets that can provide reliable power or grid flexibility. Battery energy storage systems are becoming an important solution, allowing power to be stored when supply is abundant and released during periods of high demand.

In Australia, JLL said anticipated legislation requiring data centre developers to match additional capacity with new renewable generation is prompting innovative approaches, including joint ventures and incorporating batteries into data centre projects.

Globally, hyperscalers announced $200 billion of capital expenditure for 2026, up 51% from 2025, according to JLL. The firm said the combination of strong capital availability and limited grid capacity is creating a scarcity premium for assets with secure power access.

"Capital is available, but certainty is harder to find," said Matt Eastwick, group head and senior managing director, Energy & Infrastructure Advisory, U.S., at JLL. "Winners will be those who factor grid constraints and power availability into their investment decisions from day one."

JLL said the trend is also driving greater collaboration between energy developers and data centre operators, including direct investment in renewable assets and new partnership models designed to secure long-term power supply.

## Chinese translation

> Translation model: grok_cli

### 亚太数据中心容量预计到2030年将接近翻倍

人工智能与数据中心的快速扩张正在重塑电力市场，电网接入正成为房地产和i

容量预计将从32GW跃升至57GW。

据JLL，人工智能与数据中心的快速扩张正在重塑电力市场，电网接入已成为房地产和基础设施投资的关键因素。

JLL披露，亚太数据中心容量预计到2030年将从32GW接近翻倍至57GW，而全球容量可能达到200GW。这一增长标志着数十年来电力需求稳定或下降趋势的逆转，主要市场的公用事业公司目前预测的需求显著高于此前预期。

据JLL的能源与基础设施咨询平台，电网基础设施正日益成为关键制约因素。部分地区新建可再生能源项目的并网排队已延长至四年或更久，而在多个亚太市场，数据中心开发进度已快于电网规划。

JLL表示：“电力接入已从运营层面的考量，演变为决定资产可行性与估值的关键因素。”

JLL亚太区能源与基础设施主管James Cameron表示，在澳大利亚、印度、日本和菲律宾等已自由化的亚太市场，电网接入的状态与位置现已成为投资者的“首要问题”，并对开发类资产的估值影响最大。

JLL表示，这些制约因素也为能够提供可靠电力或电网灵活性的资产创造了机会。电池储能系统正成为重要解决方案，可在供应充裕时储存电力，并在高需求时段释放。

JLL表示，在澳大利亚，预计将出台要求数据中心开发商以新增可再生能源发电匹配额外容量的立法，这正推动包括合资以及将电池纳入数据中心项目在内的创新做法。

据JLL，全球超大规模云服务商公布了2026年新币2000亿元的资本支出，较2025年增长51%。该公司表示，充裕的资本供应与有限的电网容量相结合，正在为拥有稳定电力接入的资产创造稀缺溢价。

JLL美国能源与基础设施咨询集团主管兼高级董事总经理Matt Eastwick表示：“资本是有的，但确定性更难寻获。赢家将是从第一天起就把电网制约和电力供应纳入投资决策的人。”

JLL表示，这一趋势也在推动能源开发商与数据中心运营商加强合作，包括直接投资可再生能源资产，以及旨在锁定长期电力供应的新型合作模式。