全球資料中心營運商概況、託管、2026 年

Data Center Operator Profiles, Colocation, Global, 2026

出版日期: 2026年01月14日 | 出版商:

Frost & Sullivan | 英文 102 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

人工智慧/高效能運算工作負載推動轉型成長

在資料中心產業，託管是指為客戶提供資料中心空間、機架、電力和網路資源的服務。託管服務大致分為兩類：“批發/超大規模託管服務”，為電力需求高的客戶提供大型資料中心空間；以及“零售託管服務”，為電力資源相對有限的個人客戶提供小規模機房和機架設施。

本研究分析了託管資料中心營運商，並基於投資策略和理念、技術基礎設施建設方法、地理佈局和區域重點、資料中心容量、人工智慧準備度和人工智慧基礎設施轉型、市場地位、實體基礎設施策略和展望、永續性、ESG（環境、社會和治理）及監管重點以及未來展望等關鍵標準，對每家營運商進行概況分析，提供深入的分析和見解。公司概況包括 Equinix、Digital Realty、Vantage、Cyrusone、NTT、QTS、中國電信、EdgeConnex、Switch、STT GDC、Global Switch、GDS Holdings、Cologix、Colt DCS 和 Iron Mountain。

Colocation refers to the provision of data center space, racks, power, and network resources for customers in the data center industry. Colocation commonly has two types: wholesale/hyperscale colocation services, which includes extensive data center spaces for customers with high power requirements; and retail colocation services, including small space cage or rack fitment with lower power resources per customer.

This research analyzes data center operators in the colocation segment and offers in-depth analysis and insights by profiling each colocation operator on key criteria: investment strategy and philosophy, technology infrastructure approach, geographical presence and regional focus, data center capacity, AI-readiness and AI infrastructure transformation, market position, physical infrastructure strategy and outlook, sustainability, ESG and regulatory focus, and future outlook. Profiled companies are Equinix, Digital Realty, Vantage, Cyrusone, NTT, QTS, China Telecom, EdgeConnex, Switch, STT GDC, Global Switch, GDS Holdings, Cologix, Colt DCS, and Iron Mountain.

Research Scope

Scope of Analysis

Growth Environment: Transformation in the Data Center Industry

Why Is It Increasingly Difficult to Grow?
The Strategic Imperative 8(TM)
The Impact of the Top 3 Strategic Imperatives on the Data Center Industry

Data Center Operator Profiles, Colocation

1. Equinix
2. Digital Realty Trust
3. Vantage Data Centers
4. CyrusOne (KKR/GIP)
5. NTT Global Data Centers
6. QTS (BLACKSTONE)
7. China Telecom Corporation
8. EdgeConneX
9. Switch
10. STT GDC (ST Telemedia)
11. Global Switch
12. GDS Holdings
13. Cologix
14. Colt DCS
15. Iron Mountain
Cross-operator Comparison Table

Growth Opportunity Universe in Colocation

Growth Opportunity 1: AI-Optimized Thermal Platforms for 800W-1500W Racks
Growth Opportunity 2: AI-Centric Retrofit Platforms for Constrained EMEA and Mature Metro Markets
Growth Opportunity 3: Grid-Interactive Energy Systems and Utility-Aligned Power Blocks