Analyze datacenter and power markets with integrated intelligence on S&P Capital IQ Pro
Data center growth is accelerating. Power constraints are limiting what’s possible.
Datacenter & Energy Intelligence combines global datacenter, energy, and financial datasets—including the 451 Research Datacenter KnowledgeBase—to evaluate power availability, infrastructure constraints, and investment opportunities.
How can you analyze data center growth and power demand to support investment decisions?
Organizations can analyze data center growth and energy demand by combining datacenter infrastructure data, energy market data, and financial intelligence in a single workflow. This helps evaluate site feasibility, identify constraints, and assess investment opportunities.
S&P Capital IQ Pro integrates datacenter, energy, and financial intelligence in a single workflow—enabling more informed, forward-looking decisions.
- Analyze asset-level datacenter facilities, expansion pipelines, power requirements and infrastructure dependencies
- Track regional energy availability, power pricing, and capacity constraints.
- Connect infrastructure insights to financial analysis and valuation workflows
S&P Capital IQ Pro provides global coverage across datacenter and energy infrastructure, including asset-level datasets from the 451 Research Datacenter KnowledgeBase.
12,960+
Global datacenter
facilities
130+
Countries coverage
on datacenters
2600+
Datacenter planned
sites tracked
102,400+
Global power plants
100+
Facility asset level metrics
2,700+
Global datacenter providers
5 years
Five-year forecasts on datacenter market
80+GWs
Datacenter capacities
How can you analyze data center growth and energy demand –and act on it?
Effective data center energy analysis requires integrating datacenter infrastructure, energy supply, power pricing, and financial market intelligence into a unified view. This helps organizations evaluate site feasibility, compare regional opportunities, and assess infrastructure constraints more consistently.
S&P Capital IQ Pro brings these capabilities together—combining asset-level data center intelligence, power market insights, and financial analytics into a single, integrated workflow for more consistent and data-driven decision-making.
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Identify future datacenter demand
How do you identify emerging datacenter growth regions?
Datacenter growth is increasingly impacted by power availability, grid infrastructure, and interconnection timelines, as these factors directly influence site feasibility and expansion potential.
Understanding datacenter facility capacity, utilization, ownership, and development pipelines is critical for identifying where demand is accelerating, where supply is being added, and where potential capacity constraints may emerge.
Powered by the 451 Research Datacenter KnowledgeBase on Capital IQ Pro, you can:
- Access asset-level data across global datacenter facilities, including ownership, capacity, utilization, and planned expansion
- Analyze datacenter capacity and utilization by facility, operator, market, and region
- Evaluate development pipelines and planned capacity additions
- Assess operator concentration and competitive positioning across markets
- Identify emerging datacenter clusters and expansion hotspots
- Track high-utilization markets where future supply may be required
- Monitor operators expanding capacity or entering new geographic regions
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Assess grid and power constraints
How can organizations evaluate power availability for datacenter expansion?
Power supply is shaped by generation capacity, transmission infrastructure, and regional power pricing, all of which influence development timelines, operating costs, and long-term project viability.
As power availability and grid readiness increasingly determine where datacenters can scale, understanding energy infrastructure has become critical to evaluating growth opportunities and development risk.
With our integrated power sector data and insights on Capital IQ Pro, you can:
- Track power plants, transmission networks, and regional generation capacity using integrated energy datasets and mapping tools
- Analyze available generation capacity, fuel mix, and power market dynamics by region
- Assess the proximity of datacenters to existing and planned energy infrastructure
- Evaluate transmission constraints, interconnection challenges, and grid connectivity
- Identify regions with sufficient power availability versus constrained supply
- Pinpoint infrastructure bottlenecks that may delay development timelines
- Compare datacenter demand against regional energy capacity and future supply outlooks
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Evaluate proximity to energy infrastructure
How can you map datacenter growth to nearby energy infrastructure?
The Datacenter and Energy Project Proximity Analysis Blueprint helps organizations evaluate how planned datacenter developments align with nearby energy infrastructure and future power generation capacity.
Using proximity analysis, users can identify early-stage power plant projects located within a defined radius of planned datacenter developments, helping assess where energy supply may support growth and where infrastructure constraints could emerge.
By combining S&P Capital IQ Pro power plant data with the 451 Research Data Center KnowledgeBase, organizations can:
- Identify planned datacenter capacity alongside emerging energy generation projects.
- Evaluate whether future power supply may support projected datacenter demand.
- Pinpoint regions where infrastructure gaps, capacity constraints, or investment opportunities may exist.
By connecting datacenter demand with nearby power infrastructure, organizations gain a clearer view of how supply and demand intersect geographically, supporting more informed site selection, energy planning, and investment decisions.
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Analyze regional capacity trends
How can you compare regional capacity and expansion trends?
Investment opportunities and regional risks are shaped by uneven datacenter growth, evolving power market conditions, and regional infrastructure investment. Understanding how energy demand, pricing, and capacity expansion evolve over time is critical to evaluating market attractiveness and long-term viability.
Leverage our U.S. power generation and capacity data, power market research, and long-term electricity price forecasts on S&P Capital IQ Pro to:
- Monitor regional power pricing, demand trends, and forward-looking market forecasts
- Analyze regional supply-demand balances and long-term capacity outlooks
- Assess electricity price trends and their potential impact on datacenter economics
- Evaluate power markets facing rising cost pressures versus more stable pricing environments
- Examine the long-term impact of AI adoption and datacenter growth on regional energy demand
- Identify regional differences in infrastructure investment, generation buildout, and market development
- Compare markets to uncover emerging opportunities and potential investment risks
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Monitor investment opportunities
How can you identify datacenter investment opportunities and market trends?
The expansion of the datacenter sector is powered by AI-driven demand, infrastructure investment, financing activity, and evolving business models. Understanding how these forces influence market growth, capital flows, and competitive dynamics is critical to identifying emerging opportunities and investment risks.
Leveraging 451 Research insights and datacenter investment research on Capital IQ Pro, organizations can:
- Monitor datacenter investment activity, M&A transactions, and financing developments
- Evaluate how AI demand is influencing datacenter growth strategies and capital allocation
- Assess opportunities across operators, developers, utilities, infrastructure providers, and related ecosystems
- Understand regulatory, geopolitical, and energy-related risks affecting future growth
- Access analyst perspectives on datacenter economics, market dynamics, and emerging trends
- Identify shifts in competitive positioning, investment themes, and long-term market outlooks
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Analyze investment potential
How can you connect infrastructure intelligence and market expectations to investment decisions?
Understanding datacenter investment opportunities requires more than analyzing infrastructure or financial performance in isolation. Evaluating how power availability, infrastructure constraints, market dynamics, and future growth expectations interact is critical to assessing risk, identifying opportunities, and supporting investment decisions.
S&P Capital IQ Pro combines datacenter intelligence, power market analytics, company financials, Visible Alpha, consensus estimates, transaction data, and valuation workflows in a unified platform, helping organizations connect infrastructure trends to financial outcomes and future growth potential.
With S&P Capital IQ Pro, you can:
- Analyze company performance and exposure to datacenter and energy markets.
- Assess how power availability, infrastructure constraints, and market dynamics may influence growth opportunities.
- Evaluate M&A activity, funding trends, and investment flows across the datacenter ecosystem.
- Monitor analyst expectations for revenue, EBITDA, capital expenditures, capacity expansion, and other key performance indicators.
- Track datacenter-specific operational KPIs, including capacity, utilization, development activity, and growth trends.
- Benchmark companies, assets, and valuations against peers and market expectations.
- Identify estimate revisions and shifts in market sentiment.
- Connect infrastructure and energy constraints to revenue potential, operating costs, growth assumptions, and long-term investment returns.
Use cases for data center energy forecasting and investment analysis
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Investors and Lenders
How can investment professionals evaluate datacenter growth and infrastructure opportunities?
Digital infrastructure investors and lenders need to assess where datacenter growth is viable, how energy and infrastructure constraints affect returns, and which markets offer the strongest long-term potential.
With S&P Capital IQ Pro, investment professionals can:
Identify high-value development and acquisition opportunities
Generate investment hypotheses using asset-level and location-specific data, including facility capacity, utilization, and expansion pipelines.- Analyze datacenter capacity, utilization, and development activity by region
- Identify markets with high demand and potential supply gaps
- Evaluate locations based on infrastructure readiness and power availability
Enhance due diligence and underwriting
Assess investment and financing risks by integrating infrastructure, energy, and market data.- Evaluate regional supply-demand dynamics and growth trajectories
- Assess power availability, grid constraints, and infrastructure limitations
- Analyze market maturity and regional variability in development conditions
Identify markets with long-term growth potential
Evaluate where future datacenter demand and infrastructure expansion are concentrated.- Analyze historical, current, and projected datacenter growth at the facility, operator, and market levels
- Identify regions with strong growth fundamentals and expansion activity
- Compare market-level trends across geographies
Connect infrastructure insights to financial outcomes
Link operational and market data to financial performance, valuation, and deal activity.- Benchmark transactions, funding activity, and valuation trends
- Analyze company exposure to datacenter and infrastructure markets
- Connect infrastructure constraints to revenue potential and cost assumptions
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Energy and Infrastructure Companies
How can energy and infrastructure companies plan for datacenter demand and align energy strategy?
Energy providers and infrastructure operators need to understand how datacenter growth is shaping energy demand, where capacity constraints may emerge, and how to align infrastructure investments with evolving market dynamics.
With S&P Capital IQ Pro, energy and infrastructure companies can:
Evaluate datacenter power demand across regions
Assess how facility-level power requirements and expansion activity are driving demand for energy infrastructure.- Analyze datacenter facilities, capacity, and power requirements by location
- Identify operators and developers driving new datacenter expansion
- Evaluate how demand is distributed across regions, markets, and growth corridors
Align energy strategy with datacenter and AI-driven growth
Understand how datacenter expansion and AI-driven workloads are influencing long-term energy demand.- Leverage forward-looking data and market signals to track datacenter growth trajectories
- Assess how increasing compute intensity and facility expansion impact energy needs
- Align generation capacity planning and infrastructure investments with projected demand
Assess infrastructure constraints and market readiness
Identify where grid limitations, transmission capacity, and infrastructure readiness may constrain growth.- Evaluate power availability, grid capacity, and transmission networks across regions
- Identify markets with constrained vs available infrastructure
- Assess alignment between datacenter demand and energy supply
Anticipate market shifts and identify emerging opportunities
Understand how supply-demand dynamics and infrastructure investments are evolving across markets.- Analyze competitive activity, development pipelines, and market entry trends
- Monitor shifts in regional supply-demand balance and infrastructure investments
- Identify emerging markets with strong growth potential and infrastructure readiness
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Technology Companies
How can technology companies identify datacenter growth opportunities and align their go-to-market strategy?
Technology vendors and ecosystem participants need to understand where datacenter demand is increasing, how infrastructure is evolving, and how customer needs are changing as AI drives rapid market shifts.
With S&P Capital IQ Pro, technology companies can:
Stay on top of datacenter innovation and technology trends
Monitor how evolving technologies are reshaping datacenter efficiency, sustainability, and infrastructure design.- Track technology adoption trends and infrastructure evolution across datacenter markets
- Analyze how AI-driven workloads and higher compute intensity are influencing facility design and performance requirements
- Identify emerging trends impacting efficiency, sustainability, and power usage
Identify growth opportunities and target markets
Build a clear view of where datacenter expansion is occurring and which providers are driving growth.- Develop targeted lists of datacenter operators, developers, and upcoming facilities
- Track construction pipelines and expansion activity by region
- Identify markets with increasing demand and infrastructure development
Gain strategic insight into customer needs and market demand
Understand how customers are evolving their infrastructure strategies and purchasing priorities.- Analyze provider activity, investment trends, and market positioning
- Assess business challenges faced by datacenter operators, including capacity constraints and energy availability
- Identify technology preferences, adoption patterns, and spending priorities across the sector
Track competitive and market dynamics
Stay ahead of ecosystem changes by monitoring market activity and competitive positioning.- Analyze competitive presence and provider landscape across regions
- Monitor supply-demand shifts and infrastructure investment trends
- Identify emerging players and evolving market structures
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Corporations and Professional Services
How can organizations analyze data center and energy markets together to support better decision-making?
How can organizations analyze data center and energy markets together to support better decision-making?
Most platforms treat datacenter infrastructure, energy systems, and financial data separately—making it difficult to evaluate how these factors interact and influence feasibility, cost, and investment outcomes.
With S&P Capital IQ Pro, organizations can take a more integrated approach:
Develop a unified view across infrastructure, energy, and financial markets
Bring together asset-level datacenter intelligence, energy infrastructure datasets, and financial analytics within a single platform.- Integrate datacenter facilities, power infrastructure, and market data
- Analyze how infrastructure capacity and energy availability interact across regions
- Build a connected view of operational and financial performance
Analyze datacenter growth and infrastructure constraints at scale
Leverage asset-level data across global facilities to assess capacity, utilization, and expansion pipelines.- Track facility-level capacity, power requirements, and utilization
- Access detailed records, including ownership, expansion plans, and operational metrics
- Identify where demand and infrastructure constraints are converging
Assess market dynamics with forward-looking insights and forecasts
Combine historical data with five-year market forecasts and industry research to understand how markets are evolving.- Analyze global, regional, and local supply-demand dynamics
- Assess planned construction activity and investment trends
- Monitor how AI-driven demand is influencing energy and infrastructure requirements
Evaluate the impact of energy systems on datacenter viability
Understand how power availability, pricing, and infrastructure readiness affect datacenter feasibility.- Analyze power generation capacity, grid infrastructure, and regional constraints
- Evaluate the relationship between energy supply and datacenter growth
- Use mapping tools to visualize data centers alongside power and renewable infrastructure
Incorporate expert research and analyst insights into decision-making
Complement data analysis with industry research and direct access to subject-matter expertise.- Leverage industry-leading research and market forecasts
- Understand technology trends, investment activity, and sector dynamics
- Engage with sector specialists for deeper insight and strategic guidance
How our clients are applying integrated datacenter energy intelligence
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Energy company strategizes infrastructure investment
An energy company seeks to power the future of AI-driven datacenters
A global energy company assessed how AI-driven demand will shape future power requirements across markets.
Learn how the energy company analyzed capacity, utilization, and forecasted demand trends to guide its infrastructure investment strategy and improve its ability to anticipate and support next-generation datacenter energy demand.
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Renewable energy provider identifies energy deployment
Identifying datacenter prospects for renewable energy
A renewable energy provider identified high-value datacenter prospects located near existing generation assets.
Discover how the provider deploys more targeted renewable energy aligned to datacenter demand by combining facility-level data with energy infrastructure and regional demand analysis to prioritize customers and investment locations.
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Energy company improves site selection
An energy company assesses datacenter demand for renewable energy
A global energy company sought to better understand how growing datacenter demand could shape renewable energy development and power market strategy. By leveraging detailed datacenter intelligence and energy market insights, the team analyzed current and projected demand, regional growth patterns, and co-location opportunities to identify where new renewable assets could be developed and priced effectively.
Examine how the energy company improves visibility into data center-driven energy demand, enabling more informed site selection, pricing, and renewable investment decisions.
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Investment manager makes informed capital allocations
An investment manager draws on the growth of digital infrastructure
An investment manager analyzed the growth of digital infrastructure to inform portfolio allocation and long-term strategy.
Understand how the investment manager leverages market forecasts, asset-level data, and demand trends to assess growth potential across regions and sectors and make more informed capital allocations aligned with long-term infrastructure growth.
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Private equity assesses Asia datacenter markets
An energy company seeks to power the future of AI-driven datacenters
A global energy company assessed how AI-driven demand will shape future power requirements across markets.
Learn how the energy company analyzed capacity, utilization, and forecasted demand trends to guide its infrastructure investment strategy and improve its ability to anticipate and support next-generation datacenter energy demand.
Questions about data center and energy analysis on S&P Capital IQ Pro
How can organizations evaluate datacenter demand using S&P Capital IQ Pro?
Data center demand can be evaluated by analyzing asset-level datacenter facility data, capacity metrics, and expansion pipelines across global markets. S&P Capital IQ Pro enables this analysis by providing visibility into where demand is concentrated, which operators are expanding, and how regional supply is evolving, leveraging the 451 Research Datacenter KnowledgeBase, an asset-level datacenter database, and market insights.
How does S&P Capital IQ Pro support forecasting and long-term planning for datacenter energy demand?
Forecasting and long-term planning for datacenter energy demand are supported by analyzing datacenter investment and expansion pipelines, power market supply and demand, and infrastructure constraints. Capital IQ Pro enables this by incorporating forward-looking electricity price forecasts—up to 20 years in the U.S.—to assess power project feasibility and long-term market dynamics. Through integrated power market and global datacenter research, S&P Capital IQ Pro enables organizations to anticipate infrastructure bottlenecks, identify emerging growth regions, and assess how trends such as AI adoption will impact datacenter expansion and energy requirements over time.
What risks can S&P Capital IQ Pro help identify in datacenter investment and development?
Data center investment and development risks are identified by analyzing power availability, grid constraints, development timelines, energy cost volatility, and market imbalances. S&P Capital IQ Pro enables this by combining energy market data, infrastructure insights, and financial analysis to assess project feasibility and long-term risk. The platform provides visibility into current and future power generation capacity and pipelines, as well as mapping tools that overlay energy infrastructure with datacenter regions to evaluate grid connectivity and transmission networks. U.S. power market data, regulatory insights, and market analysis further help identify where risks and opportunities are emerging across regions.
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As datacenter development accelerates globally, understanding how energy supply, infrastructure constraints, and market dynamics intersect is increasingly critical for decision-making.
S&P Capital IQ Pro brings together datacenter, energy, and financial intelligence in a unified workflow—enabling organizations to evaluate opportunities, assess risks, and plan for long-term growth with greater confidence.
Request a demo.