북미 데이터센터 건설 시장은 2025년 852억 3천만 달러에서 1,582억 달러로 성장할 것으로 전망된다.

According to a new report from Research and Markets published on August 28, 2026, the North America data center construction market was valued at USD 85.23 billion in 2025 and is forecast to reach USD 158.20 billion by 2031, expanding at a compound annual growth rate of 10.86%. This sustained expansion is fueled by rapid capital deployment in artificial intelligence, cloud computing, hyperscale campuses, renewable energy procurement, liquid cooling systems, and next-generation power infrastructure throughout the United States and Canada.

Major technology firms including Amazon Web Services, Microsoft, Google, Meta, and Apple are aggressively scaling their regional infrastructure, with a strong emphasis on purpose-built AI facilities featuring high-density GPU clusters, multi-hundred-megawatt power capacities, and advanced thermal management. Notable developments include Microsoft’s Fairwater AI data center in Wisconsin, unveiled in September 2025 to support hundreds of thousands of NVIDIA GPUs, and Google’s announcement in May 2026 of a USD 15 billion investment for a hyperscale campus in New Florence, Missouri, which will add 500 MW of power capacity in partnership with Ameren. Additionally, Tract revealed three large-scale projects in the Austin-San Antonio corridor in May 2026 representing up to 5.2 GW of planned capacity, while Synapse Data Center Inc. proposed a 1 GW campus in Olds, Alberta in January 2026 to capitalize on Canada’s renewable resources and favorable climate.

Sustainability and operational efficiency are increasingly dictating construction standards, as operators prioritize net-zero targets, water conservation, low-carbon materials, and renewable power purchase agreements. In May 2026, Meta secured agreements with DESRI for 850 MW of solar power across Oklahoma, Texas, and Mississippi, bringing its total contracted renewable portfolio above 2.5 GW. Electrical and cooling innovations are also accelerating, with widespread adoption of direct-to-chip and immersion liquid cooling for dense AI workloads, alongside emerging storage solutions like nickel-zinc and sodium-ion batteries, hydrotreated vegetable oil-compatible generators, and modern uninterruptible power supply systems.

The United States continues to dominate regional investment due to mature digital ecosystems and robust demand for colocation and cloud services, though development is actively spreading to secondary markets offering scalable power, affordable land, and supportive regulations. Canada is simultaneously rising in strategic importance for hyperscale development. The competitive landscape features established operators and investors such as Apple, Applied Digital, Cologix, Compass Datacenters, CyrusOne, DataBank, Digital Realty, Equinix, eStruxture Data Centers, NTT DATA, QScale, STACK Infrastructure, Urbacon Data Centre Solutions, and Vantage Data Centers. Support infrastructure is supplied by firms including ABB, Caterpillar, Cummins, Eaton, Johnson Controls, Legrand, Mitsubishi Electric, Schneider Electric, Siemens, STULZ, and Vertiv, while engineering and construction are led by AECOM, Black & Veatch, Burns & McDonnell, DPR Construction, EllisDon, Fortis Construction, HDR, Holder Construction, Jacobs, Kiewit, Stantec, Turner Construction, and WSP. New market participants like Ada Infrastructure, Ardent Data Centers, Beacon Data Centers, CleanArc Data Centers, Fleet Data Centers, Prometheus Hyperscale, Related Digital, Rowan Digital Infrastructure, and Tract are intensifying competition by delivering AI-ready facilities in emerging locations. The comprehensive outlook tracks construction revenue, facility area, power capacity, geographic shifts, technology adoption, and vendor performance through 2031.