Moody's Anticipates Renewed Surge in Data Center Capacity Demand This Year; Global Investments Expected to Reach at Least USD 3 Trillion Over the Next Five Years

Written by Emily J. Thompson, Senior Investment Analyst

Source: aastocks

Updated: Jan 13 2026

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Source: aastocks

Data Center Capacity Demand: Moody's report indicates that demand for data center capacity will significantly increase by 2026, primarily driven by AI, cloud computing, and network services.
Pre-leased Capacity: Most new data center capacity has been pre-leased to major tech companies, which mitigates the risk of excess vacancy but raises concerns about counterparty concentration.
Capital Investment Growth: Six major US tech firms invested nearly USD400 billion last year, with projections of reaching USD500 billion by 2026 and USD600 billion by 2027.
Investment in Data Center Ecosystem: The ongoing investments by these tech giants are expected to contribute to a total of at least USD3 trillion in global data center-related investments over the next five years.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.