September 2025

The data centre sector is experiencing unprecedented growth. This is fuelled by surging demand for AI, cloud computing and digital infrastructure. As the market expands, private capital and credit is playing an increasingly vital role. This is creating compelling opportunities for investors across infrastructure, real estate and tech sectors seeking exposure to resilient, tech-aligned assets with long-term strategic value.
McKinsey projects as much as $7tn worth of investment will be needed to match worldwide demand by 2030. Yet interest is not confined to investors and operators, data centres are also taking political centre-stage, most obviously in the $31bn UK-USA ‘Tech Prosperity Deal’ agreed in September 2025, which will see Blackstone, NVIDIA, CoreWeave and Microsoft invest heavily in data centres and AI supercomputers.
Freshfields is deeply embedded in this space. We advise leading investors, operators and financiers across the full spectrum of data centre transactions, supported by market-leading expertise in tech, ESG and regulation.
To help you stay informed, we’re pleased to share our Data centre quarterly update - a concise overview of:
- Market outlook and emerging trends
- Current investment opportunities
- Recent deal activity and strategic developments
Request below to access the latest edition.
If you'd like to arrange a conversation or request further insights we’d be delighted to hear from you.
Contacts