Description
AI Demand & Connectivity Atlas
See where AI-driven data centre demand lands next.
A forward-looking benchmark of where AI, cloud, and video demand is likely to land, how much MW each cluster absorbs, and what network demand that creates. Built for investors, fibre and network providers, planners, and digital infrastructure strategy teams.
This product goes beyond site listings. It combines a bottom-up data centre market view with a forecast of workload-driven MW demand and estimated connectivity requirements, helping you identify which clusters matter most and how digital infrastructure demand is evolving.
Best for: fibre and network providers, investors, infrastructure strategy teams, public sector, and advisory firms
Focus: AI demand, cluster MW growth, and connectivity outlook
Access: proposal-led and custom scoped
Why AI Demand & Connectivity Atlas is different
Most data centre datasets tell you where sites are.
This product helps you understand where demand is going.
The AI Demand & Connectivity Atlas is built to answer questions such as:
-
which clusters are likely to absorb the next wave of AI-related MW?
-
how much of future demand is driven by AI vs cloud or video?
-
where is connectivity demand likely to tighten first?
-
which locations matter most for fibre, backhaul, and interconnect strategy?
What you get with the AI Demand & Connectivity Atlas
The Atlas combines three linked views of the market:
1. Workload-based MW forecast
A forward view of data centre demand by cluster, state, and region.
2. AI workload mix
Demand split across:
-
AI training
-
AI inference
- World Models (Physical AI)
-
cloud / enterprise
-
video / content
3. Connectivity demand outlook
Estimated network demand derived from power and workload intensity, designed to support corridor and cluster prioritisation.
Core outputs
MW demand forecast
- Cluster-level and state-level MW outlook
- Annual GWh and peak MW views
- Forecast horizon to 2030 and 2035
- Workload split (MW and % of total) for Cloud, Video, and AI
- Scenario views for changing demand intensity
AI workload view
- AI training demand
- AI inference demand
- AI share of total MW
- Changing workload mix over time
Connectivity demand view
- Estimated Gbps / Tbps implications
- Cluster rankings by connectivity intensity
- Corridor-level demand perspective
- Support for backhaul and interconnect planning
What decisions it helps
Use the AI Demand & Connectivity Atlas to:
- identify where AI load is concentrating fastest
- compare clusters by future digital infrastructure demand
- prioritise markets for fibre, backhaul, or interconnect investment
- challenge-test public demand assumptions with a bottom-up market benchmark
- support executive strategy, investment, and infrastructure planning
Best-fit buyers
Fibre and network infrastructure providers
Prioritise markets where AI-driven connectivity demand is likely to emerge first.
Investors and digital infrastructure strategy teams
See which clusters are absorbing real growth and how demand mix is changing.
Government and infrastructure agencies
Understand where load growth, AI uptake, and connectivity needs are most likely to concentrate.
Advisory and research teams
Use a repeatable benchmark for market studies, client strategy, and infrastructure assessments.
AI Demand & Connectivity Atlas Methodology Summary
The Atlas starts with a bottom-up view of the data centre market, then applies workload and utilisation assumptions to estimate:
-
total MW demand
-
AI share of total demand
-
connectivity implications by cluster and corridor
Outputs are designed for strategy, prioritisation, and planning. They are not a substitute for site-specific engineering studies.
Optional add-ons
Government and utilities geospatial add-on
Available separately for clients who need planning overlays such as zoning, grid proximity, water, and environmental constraints.
Custom cluster cuts
Available for NSW, VIC, QLD, East Coast, national, or bespoke market groupings.
Quarterly benchmark updates
Available for clients who want a standing market and demand tracker.
Delivery formats
Choose the format that fits your workflow:
- Presentation/ Executive Briefing
- CSV (Excel compatible)
- KML/KMZ (easy viewing and sharing in Google Earth)
- GeoJSON (web mapping and modern data stacks)
- SHP (Shapefile for GIS tools)
Request a briefing
Tell us your priority markets, and we will prepare a short sample view and discuss the most relevant workload and connectivity outputs.
Send email to: landry@idemest.com
Data for market intelligence, sourcing, diligence, and network planning.
