拉丁美洲資料中心託管服務的成長機會

從超大規模到超高密度的轉變將推動託管服務的成長。

企業對資料中心託管服務的需求快速成長。儘管各國成長率有所不同，但企業普遍認知到將基礎設施外包給第三方並與服務供應商合作的優勢。拉丁美洲5G網路的擴展將推動邊緣資料中心的建設，實現更快、更可靠的資料傳輸。此外，該地區鋪設海底光纜以改善網路連接。

持續的數位轉型以及巨量資料、物聯網和人工智慧/機器學習等技術的應用，正推動該地區乃至全球的託管服務供應商進行大量投資。人工智慧資料中心需要充足且穩定的電力供應，但許多地區面臨電網容量限制、高成本、電網不穩定或嚴格的永續性法規等問題。拉丁美洲豐富的再生能源和一體化的電網系統能夠為超大規模資料超大規模資料中心業者以及注重環境、社會和管治（ESG）的企業提供大規模人工智慧工作負載支援。拉丁美洲及其他地區的人工智慧工作負載和數位服務通常依賴位於美國或歐洲的伺服器，這會導致延遲、頻寬成本增加以及合規性方面的挑戰。

策略性選址的資料中心有助於降低人工智慧應用的延遲，這是直接影響效率和使用者體驗的關鍵效能因素。本地資料中心還能確保遵守拉丁美洲的資料保護條例以及醫療保健、金融和政府等行業的在地化資料規則。擴展人工智慧叢集需要高密度託管、先進的冷卻技術和專業人才的結合。許多新興市場都面臨上述一個或多個因素所帶來的挑戰。拉丁美洲，尤其是巴西，擁有成熟的資料中心建設生態系統、經驗豐富的託管服務供應商以及不斷成長的、具備超大規模和區域人工智慧部署專業知識的人才隊伍。然而，新型人工智慧城市的規模也帶來了許多挑戰，因為資料中心將高度密集，規模將是現有設施的十倍。弗若斯特沙利文的這份研究報告分析了拉丁美洲資料中心託管服務市場，涵蓋策略挑戰、市場洞察、競爭格局、產業背景、市場動態、各國市場趨勢、公司分析和成長機會。

報告摘要：拉丁美洲資料中心託管服務市場

受數位轉型、人工智慧應用和超大規模投資成長的推動，拉丁美洲資料中心託管服務市場正進入高速成長期。該市場2024年規模為14.7億美元，預計2029年將達35.9億美元，年複合成長率高達19.6%。

雲端運算的快速普及、人工智慧工作負載的不斷成長以及對高密度託管基礎設施日益成長的需求，推動巴西、智利、墨西哥和哥倫比亞的投資。 AWS、Microsoft和Google等超大規模資料中心業者擴大其在該地區的業務版圖，而Ascenty、Scala、ODATA和Elea Digital等當地產業營運商則在下一代人工智慧資料中心領域佔據主導。

關鍵展望：

• 預計到2029年，拉丁美洲將新建 122 多個設施。
• 再生能源佔該地區電力結構的60%，為永續性目標提供了支持。
• 巴西在資料中心託管市場佔據領先地位，收入佔有率高達 54%。
• 對人工智慧推理和邊緣運算的激增需求推動高密度設施的建設。
• 隨著私募股權和基礎設施基金將目光投向資料中心擴建，投資者活動日益活躍。

隨著人工智慧驅動的工作負載、雲端遊戲和資料本地化政策重塑基礎設施需求，拉丁美洲資料中心託管服務市場在具有擴充性、再生能源和戰略位置的託管生態系統中具有巨大的潛力。

市場概覽：拉丁美洲資料中心託管服務市場

由於企業數位化、超大規模擴張以及人工智慧驅動運算的興起，拉丁美洲資料中心託管市場經歷變革。企業擴大將基礎設施外包給託管服務供應商，以確保可擴展性、可靠性和合規性。

資料中心託管服務市場正快速擴張，主要得益於對人工智慧、物聯網和5G基礎設施的強勁需求。巴西、墨西哥、智利和哥倫比亞等策略性託管中心加速發展超大規模資料中心業務。巴西擁有成熟的再生能源生態系統，在提供低碳能源解決方案方面處於主導地位，而這些解決方案對於高密集型的人工智慧工作負載非常重要。

技術整合：

人工智慧、邊緣運算和綠色能源的融合重塑資料中心託管格局。服務供應商採用液冷和浸沒式冷卻、模組化設計以及人工智慧驅動的資料中心管理。 TAM-1、Humboldt 和 Firmina 等海底光纜增強了跨境連接，降低了超大規模資料中心業者的延遲和頻寬成本。

區域優勢：

• 巴西：擁有九個雲端區域的人工智慧中心，並在清潔能源領域佔據主導地位。
• 墨西哥：連結南北的戰略門戶。
• 智利：天然涼爽的氣候最佳化了能源效率。
• 哥倫比亞：一個新興的樞紐，擁有強大的光纖連接和穩定的法規環境。

該地區的清潔能源優勢，加上不斷成長的外國投資和基礎設施現代化，使拉丁美洲成為全球資料中心託管市場成長最快的貢獻者之一。

分析範圍：拉丁美洲資料中心託管服務市場

本研究評估了2024-2029年拉丁美洲資料中心託管服務市場，重點關注零售和超大規模託管、邊緣設施和人工智慧基礎設施。

地理涵蓋範圍：巴西、智利、哥倫比亞、墨西哥以及其他拉丁美洲國家（秘魯、阿根廷、厄瓜多等）。

服務範圍：

• 空間租借（機架、區塊、私人套組）
• 電力和冷卻基礎設施
• 網路連線
• 安全和遠端操控服務
• 託管和邊緣託管服務

該分析涵蓋市場規模、預測趨勢、技術演進和競爭基準化分析，但不包括企業自有或僅限公共雲端的資料中心。

Frost & Sullivan 的自下而上模型結合了容量預測（兆瓦）、與領先供應商的初步研究以及公共投資資料。

收入預測：拉丁美洲資料中心託管服務市場

預計拉丁美洲資料中心託管服務市場將從2024年的14.7億美元成長到2029年的35.9億美元，年複合成長率將達到 19.6%。

依國家/地區分類（2024年收入佔有率）：

• 巴西 -53.8%
• 墨西哥 -16.8%
• 智利 -15.7%
• 哥倫比亞 -5.6%
• 其他 -8.1%

超過 49%的市場收入集中在前四家公司（Ascenty、Equinix、Scala 和 America Movil）手中，預計到2029年將有超過 122個新的託管站點運作。

成長要素：

• 人工智慧基礎設施需要高密度，每個機架至少需要20kW 的功率。
• 邊緣和微型資料中心的成長
• 再生能源併網
• 透過海底電纜連接促進延遲降低

憑藉成熟的電網和永續的能源政策，巴西將繼續成為區域資料中心託管市場成長的關鍵驅動力。

細分市場分析：拉丁美洲資料中心託管服務市場

依類型：

• 零售託管：小型企業、金融服務和政府工作負載
• 超大規模託管：雲端運算、人工智慧、遊戲、內容供應商

依服務：

• 空間和電力租賃
• 連接性和安全性
• 託管和邊緣服務

依行業分類：

• 雲端與IT
• 金融、保險和證券
• 媒體與娛樂
• 政府
• 人工智慧與研究

依地區：

巴西憑藉其能源供應安全和人工智慧中心計畫處於主導地位，而墨西哥和智利則憑藉其戰略位置和氣候效率吸引了超大規模投資。

資料中心託管服務市場的細分顯示出向人工智慧賦能的高密度託管和邊緣運算區域的明顯轉變，加強了該地區的人工智慧基礎設施。

成長要素：拉丁美洲資料中心託管服務市場

• 人工智慧與超大規模擴張：對GPU驅動工作負載的需求
• 5G 和物聯網：推動邊緣資料中心部署
• 採用再生能源：清潔能源有助於加強ESG合規性
• 加速雲端遷移：企業外包關鍵基礎設施
• 海底電纜的發展：提升頻寬和降低延遲性能
• 政府資料在地化：促進區域託管的採用

  這些因素共同推動了拉丁美洲資料中心託管市場的快速擴張。

成長抑制因素：拉丁美洲資料中心託管服務市場

• 能源成本上漲：電力成本仍佔營運成本的50%。
• 技術工人短缺：訓練有素的資料中心工程師短缺。
• 電網限制：墨西哥和智利電力供應延遲。
• 資本投資集中：高進入門檻限制了新進入者。
• 供應鏈延誤：硬體和GPU短缺影響部署。

  這些挑戰凸顯了建立本地夥伴關係關係、升級電網和培養人才的必要性，以維持該地區託管業務的快速擴張。

競爭格局：拉丁美洲資料中心託管服務市場

拉丁美洲資料中心託管市場集中度中等，有超過 15 家企業，其中前四家企業佔了 49%的收入佔有率。

主要企業：

• Ascenty - 區域領導企業。擁有36個設施，產能擴張495兆瓦。
• Scala 資料中心 - 在巴西建造一座容量為 4.75 GW 的人工智慧城市。
• Equinix - 一家業務遍及全球、營運商中立的公司，在17個地點設有分公司。
• ODATA - 在巴西和墨西哥擴展人工智慧資料中心。
• Elea Digital - 「里約人工智慧之城」生態系統中的先驅企業。

新興企業：Cirion、America Movil、EdgeConneX、HostDime、NextStream、Takoda

關鍵的差異化因素將體現在再生能源的取得、人工智慧冷卻創新和邊緣部署。策略併購、光纖網路的擴展以及在地化設計的效率將決定在不斷發展的資料中心託管服務市場中的領導地位。

目錄

成長環境：拉丁美洲資料中心託管服務的轉型

• 為什麼經濟成長變得越來越困難？
• The Strategic Imperative 8（TM）
• 拉丁美洲資料中心託管服務業的三個關鍵策略要務

成長機會分析

• 分析範圍
• 定義
• 資料中心託管服務生態系統
• 市場概覽
• 成長的關鍵成功因素

成長促進因素

• 成長指標
• 成長要素
• 成長要素分析
• 成長抑制因素
• 成長抑制因素分析
• 收入預測注意事項
• 收入預測
• 收入預測分析
• 依國家分類的收入佔有率
• 各國資料中心託管服務供應商
• 依國家分類的收入佔有率分析

市場趨勢

• 主要市場趨勢
• 日益成熟的人工智慧環境
• 企業人工智慧工作負載不斷增加
• 服務供應商利用人工智慧來脫穎而出。
• 推動資料中心營運的永續性
• 資料中心冷卻技術
• 資料中心冷卻收入預測
• 資料中心冷卻技術
• 邊緣資料中心的新需求
• 拉丁美洲延遲要求
• 邊緣運算需要地理位置分散的資產和位置
• 邊緣資料處理與儲存
• 對邊緣資料中心的新需求

競爭格局

• 競爭環境
• 按營運規模分類的資料中心託管服務供應商
• 收益分成
• 按總容量分類的資料中心託管服務供應商
• 收入佔有率分析

競爭格局

• 競爭格局

成長機會領域

• 成長機會1：建立資料中心設施以滿足高密度超大規模需求
• 成長機會2：增強人工智慧推理的資料處理能力
• 成長機會3：再生能源：加強推動先進環境措施
• 成長機會4：針對下一代資料中心架構的精密冷卻解決方案
• 成長機會5：針對低延遲應用的區域人工智慧邊緣區域/中心

附錄與未來工作

• 成長機會帶來的益處和影響
• 後續步驟
• 圖表清單
• 免責聲明

The Shift from Hyperscale to Hyperdense Accelerating Growth in Colocation Services

Enterprise demand for data center colocation services is rapidly growing. While growth varies across countries, enterprises recognize the benefits of outsourcing infrastructure to third parties and working with service providers. The expansion of 5G networks in Latin America will drive the construction of edge data centers, enabling faster, more stable data transfers. Submarine cable deployment is also occurring throughout the region to improve connectivity.

Continuous digital transformation and the adoption of technologies such as Big Data, IoT, and AI/ML are driving enormous investments from local and global colocation operators. AI data centers require massive and consistent power, but many regions face grid capacity constraints, high costs, grid instability, or stringent sustainability regulations. Latin America's abundant renewable energy and integrated grid system can support large-scale AI workloads for hyperscalers and environmental, social, and governance (ESG)-conscious enterprises. AI workloads and digital services in Latin America and other regions often rely on servers hosted in the United States or Europe, resulting in latency, increased bandwidth costs, and compliance hurdles.

Strategically located data centers help reduce latency for AI applications, a crucial factor in performance that directly impacts efficiency and user experience. Local data centers also ensure compliance with Latin American data protection regulations and sectoral data localization rules, such as those in healthcare, finance, and government. Scaling AI clusters requires a combination of high-density colocation, advanced cooling, and a skilled workforce. Many emerging markets struggle with one or more of these factors. Latin America, particularly Brazil, has a maturing data center construction ecosystem, experienced data center colocation providers, and a growing workforce with expertise in hyperscale and regional AI deployments. However, the scale of new AI cities poses several challenges, as data center sites are hyperdense and 10 times larger than current ones. This Frost & Sullivan study analyzes the Latin American data center colocation services market, covering strategic imperatives, market insights, competitive landscape, industry background, market trends, country-wise market dynamics, company analysis, and growth opportunities.

Report Summary: Latin American Data Center Colocation Services Market

The Latin American data center colocation services market is entering a high-growth phase, driven by digital transformation, AI adoption, and expanding hyperscale investments. Valued at $1.47 billion in 2024, the market is projected to reach $3.59 billion by 2029, registering an impressive CAGR of 19.6%.

Rapid cloud adoption, the rise of AI workloads, and increasing demand for high-density colocation infrastructure are accelerating investments in Brazil, Chile, Mexico, and Colombia. Hyperscalers like AWS, Microsoft, and Google are expanding regional footprints, while local operators such as Ascenty, Scala, ODATA, and Elea Digital lead with next-generation AI-ready data centers.

Key Insights:

• Over 122 new facilities are expected by 2029 across Latin America.
• Renewable energy accounts for 60% of the region's power matrix, supporting sustainability goals.
• Brazil dominates the data center colocation market with 54% revenue share.
• Surge in AI inference and edge computing demand is fostering high-density facility builds.
• Strong investor activity as private equity and infrastructure funds target colocation expansion.

As AI-driven workloads, cloud gaming, and data localization policies reshape infrastructure needs, the data center colocation services market in Latin America offers high potential for scalable, renewable, and strategically positioned colocation ecosystems.

Market Overview: Latin American Data Center Colocation Services Market

The Latin American data center colocation market is undergoing transformation, driven by surging enterprise digitization, hyperscale expansion, and the rise of AI-driven computing. Enterprises increasingly outsource infrastructure to colocation providers for scalability, reliability, and compliance.

The data center colocation services market is expanding rapidly, supported by robust demand for AI, IoT, and 5G-ready infrastructure. Strategic colocation hubs-Brazil, Mexico, Chile, and Colombia-are witnessing accelerated hyperscale activity. Brazil leads with a mature renewable energy ecosystem, offering low-carbon energy solutions critical for power-intensive AI workloads.

Technology Integration:

The convergence of AI, edge computing, and green energy is redefining the colocation landscape. Service providers are adopting liquid and immersion cooling, modular designs, and AI-powered data center management. Submarine cables like TAM-1, Humboldt, and Firmina enhance cross-border connectivity, reducing latency and bandwidth costs for hyperscalers.

Regional Strengths:

• Brazil: AI hub with 9 cloud regions and leadership in clean energy.
• Mexico: Strategic gateway for North-South connectivity.
• Chile: Naturally cool climate optimizes energy efficiency.
• Colombia: Rising hub due to strong fiber connectivity and stable regulation.

The region's clean energy advantage-combined with increasing foreign investment and infrastructure modernization-positions Latin America as one of the fastest-growing contributors to the global data center colocation market.

Scope of Analysis: Latin American Data Center Colocation Services Market

This study evaluates the data center colocation services market in Latin America for the period 2024-2029, focusing on retail and hyperscale colocation, edge facilities, and AI-ready infrastructure.

Geographic Scope: Brazil, Chile, Colombia, Mexico, and Other LATAM countries (Peru, Argentina, Ecuador, etc.).

Service Scope:

• Space leasing (racks, cages, private suites)
• Power and cooling infrastructure
• Network connectivity
• Security and remote hands
• Managed and edge colocation services

The analysis covers market sizing, forecast trends, technology evolution, and competitive benchmarking. It excludes enterprise-owned or public cloud-only data centers.

Frost & Sullivan's bottom-up model combines capacity forecasts (MW), primary research with leading providers, and public investment data.

Revenue Forecast: Latin American Data Center Colocation Services Market

The data center colocation services market in Latin America is expected to grow from $1.47 billion in 2024 to $3.59 billion by 2029, achieving a CAGR of 19.6%.

By Country (2024 Revenue Share):

• Brazil - 53.8%
• Mexico - 16.8%
• Chile - 15.7%
• Colombia - 5.6%
• Others - 8.1%

Over 49% of market revenue is concentrated among top four players: Ascenty, Equinix, Scala, and America Movil. More than 122 new colocation sites will become operational by 2029.

Growth Factors:

• AI infrastructure requiring >20kW per rack densities
• Expansion of edge and micro data centers
• Renewable power integration
• Submarine cable connectivity driving latency reduction

Brazil, supported by a mature power grid and sustainable energy policy, will remain the anchor of regional colocation growth.

Segmentation Analysis: Latin American Data Center Colocation Services Market

By Type:

• Retail Colocation: SMEs, financial services, and government workloads
• Hyperscale Colocation: Cloud, AI, gaming, and content providers

By Service:

• Space & Power Leasing
• Connectivity & Security
• Managed and Edge Services

By Industry:

• Cloud & IT
• BFSI
• Media & Entertainment
• Government
• AI/Research

By Geography:

Brazil dominates due to energy availability and AI hub initiatives, while Mexico and Chile attract hyperscale investment through strategic positioning and climate efficiency.

The data center colocation services market segmentation shows a distinct shift toward AI-ready, high-density colocation and edge computing zones, strengthening regional AI infrastructure.

Growth Drivers: Latin American Data Center Colocation Services Market

AI and Hyperscale Expansion: Demand for GPU-powered workloads.

5G and IoT: Fueling edge data center deployment.

Renewable Energy Adoption: Clean energy enhances ESG compliance.

Cloud Migration Acceleration: Enterprises outsourcing core infrastructure.

Submarine Cable Growth: Improving bandwidth and latency performance.

Government Data Localization: Encouraging regional colocation adoption.

Together, these factors are catalyzing rapid expansion of the data center colocation market across Latin America.

Growth Restraints: Latin American Data Center Colocation Services Market

• Rising Energy Costs: Power remains 50% of operational expense.
• Skilled Workforce Shortage: Lack of trained data center engineers.
• Grid Limitations: Power supply delays in Mexico and Chile.
• CapEx Intensity: High entry cost restricts new entrants.
• Supply Chain Delays: Hardware and GPU shortages affect deployment.

These challenges underline the need for local partnerships, power grid upgrades, and workforce development to sustain the region's rapid colocation expansion.

Competitive Landscape: Latin American Data Center Colocation Services Market

The Latin American data center colocation market is moderately consolidated with 15+ active participants and 49% revenue share held by the top four.

Major Players:

• Ascenty - Regional leader; 36 facilities with 495MW capacity expansion.
• Scala Data Centers - Building AI City in Brazil with 4.75GW capacity.
• Equinix - Global carrier-neutral footprint with 17 sites.
• ODATA - Expanding AI-ready data centers in Brazil and Mexico.
• Elea Digital - Pioneering "Rio AI City" ecosystem.

Emerging Players: Cirion, America Movil, EdgeConneX, HostDime, NextStream, and Takoda.

Key differentiation lies in renewable energy sourcing, AI cooling innovation, and edge deployment. Strategic M&A, fiber expansion, and localized design efficiency will determine leadership in the evolving data center colocation services market.

Table of Contents

Growth Environment: Transformation in Latin American Data Center Colocation Services

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Latin American Data Center Colocation Services Industry

Growth Opportunity Analysis

• Scope of Analysis
• Definitions
• Data Center Colocation Services Ecosystem
• Market Overview
• Critical Success Factors for Growth

Growth Generator

• Growth Metrics
• Growth Drivers
• Growth Driver Analysis
• Growth Restraints
• Growth Restraint Analysis
• Revenue Forecast Considerations
• Revenue Forecast
• Revenue Forecast Analysis
• Revenue Share by Country
• Data Center Colocation Service Providers by Country
• Revenue Share Analysis by Country

Market Trends

• Key Market Trends
• Maturing AI Landscape
• Increasing Enterprise AI Workloads
• Service Provider Leveraging AI for Differentiation
• Embracing Sustainability in Data Center Operations
• Data Center Cooling Technologies
• Data Center Cooling Revenue Forecast
• Data Center Cooling Technologies
• Emerging Need for Edge Data Centers
• Latency Requirements in Latin America
• Geographically Dispersed Assets and Number of Locations Required for Edge Computing
• Data Processing and Storage at the Edge
• Emerging Need for Edge Data Centers

Competitive Landscape

• Competitive Environment
• Data Center Colocation Service Providers by Quantity of Operation
• Revenue Share
• Data Center Colocation Service Providers by Total Capacity
• Revenue Share Analysis

Competitive Profiles

• Competitive Landscape

Growth Opportunity Universe

• Growth Opportunity 1: Establishment of Data Center Facilities to Address High-Density Hyperscale Demand
• Growth Opportunity 2: Increased Data Processing for AI Inferencing
• Growth Opportunity 3: Renewable Energy to Consolidate Commitment to Advanced Environmental Practices
• Growth Opportunity 4: Precision Cooling Solutions for Next-Generation Data Center Architecture
• Growth Opportunity 5: Regional AI Edge Zones/Hubs for Low-Latency Applications

Appendix & Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer