Data centre colocation
Buildings, land and grid connections leased to or built by hyperscalers and AI labs
2 leading companies in data centre colocation, one segment of ai infrastructure — Chips, data centres, power and rented cloud compute behind AI — data centre power use set to double by 2030 (IEA)
new market segment · researched 2026-11-14
AI chips & acceleratorsMemory, networking & chip foundriesData centre colocationHyperscale AI cloudNeoclouds (GPU clouds)
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Leading data centre colocation companies
2 companies, with the scale each source states. Scale is the whole company's unless the row says otherwise.
| Company | Where | What they do | Scale |
|---|---|---|---|
| Equinix EQIX ↗ | Redwood City, United States since 1998 | Global colocation and interconnection data centre REIT | revenue: 9.217 USD billions (2025) ↗ |
| Digital Realty DLR ↗ | Austin, United States since 2004 | Wholesale and colocation data centre REIT leasing capacity to hyperscalers | revenue: 6.113 USD billions (2025) ↗ |
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The ai infrastructure market
The whole market this segment sits in.
data centre electricity consumption · world415
↗TWh (about 1.5% of world electricity) · 2024
Growth, segments, risks and every company in ai infrastructure →
Quick answers
- What is data centre colocation?
- Buildings, land and grid connections leased to or built by hyperscalers and AI labs. It is one segment of the ai infrastructure market.
- Who are the leading data centre colocation companies?
- Equinix (United States), Digital Realty (United States).
- Which data centre colocation companies are publicly traded?
- Equinix (EQIX), Digital Realty (DLR).
- How big is the ai infrastructure market?
- For the whole ai infrastructure market, not this segment alone: data centre electricity consumption (world) 415 TWh (about 1.5% of world electricity), 2024 — International Energy Agency.