Connectivity Forecasting

Explore the model. Test the assumptions.
Understand the infrastructure implications.

Market Opportunity Intelligence

Bring together supply, workload demand and connectivity forecasts to support market entry, investment screening and infrastructure prioritisation.

  • Capacity and demand imbalances
  • Cluster growth opportunities
  • Infrastructure development priorities
  • Scenario-based market comparisons
Australia data centre facility and cluster-capacity map.
  • Facility-level locations
  • Capacity by operator and cluster
  • Operational and pipeline MW
  • GIS-ready coordinates
  • Annual demand to 2035
  • AI-related share of market demand
  • IT load and facility load
  • Scenario sensitivity
Thailand data centre workload forecast by use case from 2025 to 2035.
Australia DCI connectivity and AI-related Tbps by cluster from 2025 to 2035.
  • Connectivity demand in Gbps/Tbps
  • Cluster and corridor ranking
  • North–south traffic implications
  • Fibre and interconnection opportunity

An editable forecasting model, not just a static report.

The Data Centre Intelligence Atlas goes beyond conventional market research by providing an editable Excel forecasting model that connects facility-level capacity, development pipelines, AI workload demand and connectivity requirements through 2035.

Rather than relying solely on fixed forecasts, users can adjust assumptions, explore alternative scenarios and assess how changes in demand and capacity translate into future infrastructure requirements.

Explore scenarios. Test assumptions. Forecast infrastructure demand.

The Excel model provides a consistent analytical framework across countries, markets and data centre clusters, allowing users to evaluate alternative development and demand scenarios.

  • Editable assumptions: Adjust supported workload, demand and scenario inputs.
  • AI demand forecasting: Model IT load across AI inference, AI training, physical AI, cloud and enterprise workloads.
  • Scenario analysis: Compare Base, Accelerated and Efficiency scenarios through 2035.
  • Cluster-level forecasts: Analyse future capacity and demand by market, operator and data centre cluster.
  • Connectivity modelling: Translate workload forecasts into modelled connectivity requirements in Gbps/Tbps.
  • Exportable outputs: Use structured forecast tables and dashboards for internal analysis and presentations.

The model is supplied with documented assumptions, definitions and structured outputs, enabling clients to undertake independent analysis without commissioning a new research engagement for every scenario.

Available with the Editable Model licence. Country-specific datasets and forecasts are supplied according to the selected edition.

Choose your data, forecasting model and update frequency

Purchase a country database, unlock the full editable forecasting model, or subscribe to regular updates as the market evolves.

Country Data Pack

US$3,500

A structured facility-level dataset for market mapping, benchmarking, site identification and development pipeline tracking.

  • Facility-level Excel and CSV database
  • Operational and pipeline capacity in MW
  • Operator, city and cluster classification
  • Development status and expected RFS
  • Geographic coordinates and GIS files
  • Data dictionary and source classifications

Does not include the editable demand and connectivity forecasting model.

Quarterly Country Tracker

US$11,900 / year

A maintained market intelligence subscription with quarterly updates to facility data, development pipelines and the forecast model.

  • Full Country Atlas and editable model
  • Four quarterly facility database updates
  • Pipeline, capacity and RFS revisions
  • Updated AI and workload forecasts
  • Updated connectivity-demand forecasts
  • Quarterly changes and market commentary
  • Updated model and output files
  • Team licence available and email support

Six intelligence modules. One linked market view.

The Atlas integrates six analytical modules, from facility identification and development pipelines to supply forecasting, AI workload demand and connectivity requirements. Each module uses a consistent country, cluster, year and scenario framework.

Facility Intelligence

A verified facility-level view of operational and planned data centres, including operators, locations, MW capacity, development status and expected commissioning.

Malaysia Data Centre Intelligence Atlas Map
Malaysia Data Centre Intelligence Atlas Map

Development Pipeline

Track announced and under-construction projects, expected RFS dates and future capacity additions to understand where and when new data centre supply will enter the market.

DC-Database-Mapping
DC-Database-Mapping

Supply Forecasting

Model annual data centre capacity by operator and cluster, incorporating operational supply, committed developments and planned projects through 2035.

Data centre workload forecast showing the shift from cloud-led demand in 2025 to AI-led demand by 2035, with AI reaching 58% of total IT load.
Data centre workload forecast showing the shift from cloud-led demand to AI-led demand by 2035

AI and Workload Forecasting

Forecast IT load across cloud, enterprise, video and AI workloads, including inference, training and physical AI, under alternative demand scenarios through 2035.

Thailand data centre market dashboard showing facility capacity, pipeline and AI workload forecasts to 2035.
Example output: Thailand Data Centre Intelligence Atlas

Connectivity Forecasting

Translate future workloads into modelled connectivity demand in Gbps/Tbps, identifying emerging interconnection requirements and priority metro and long-haul corridors.

Line chart forecasting data centre connectivity demand from 2025 to 2035, showing total and AI-related connectivity demand accelerating significantly after 2030.
Data centre connectivity demand forecast to 2035, highlighting the growing contribution of AI-related traffic.

Market Intelligence

Compare supply, demand and connectivity forecasts to identify emerging data centre clusters, infrastructure investment priorities and potential market opportunities.

New Zealand Data Centre Intelligence Atlas Dashboard
New Zealand Data Centre Intelligence Atlas Dashboard

Built for infrastructure, investment and network decisions

Infrastructure Investors

  • Evaluate market fundamentals before deploying capital
  • Identify markets with favourable long-term supply and demand dynamics.

Data Centre Operators

  • Benchmark competitors
  • Evaluate expansion opportunities
  • Understand emerging market trends.

Hyperscalers

  • Assess future market capacity
  • Identify expansion corridors
  • Evaluate regional infrastructure readiness.

Network Operators

  • Rank fibre, transport and DCI opportunities by cluster
  • Identify where AI workloads increase connectivity intensity
  • Evaluate expansion opportunities.

Technology Vendors

  • Target markets with the strongest construction pipeline and future infrastructure investment.
DC-Database-Mapping
DC-Database-Mapping

Governments

  • Support digital economy planning using evidence-based infrastructure intelligence.
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