Rising demand for compute and storage
Growth in data generation, IoT, and AI workloads is increasing the need for robust, high-performance data-centre capacity.
Investment Focus Area
Data Centres & AI
Artificial intelligence and the growth of digital activity are driving sustained demand for high-performance computing. As AI capability expands, so does the infrastructure required to support it, with energy efficiency central to how that infrastructure scales.
AI's dependence on high-performance infrastructure
AI requires substantial computational power. As businesses adopt AI for analytics, automation, and personalization, demand for high-performance data-centre resources rises in step.
Efficiency and the future
- Efficiency and sustainability. Edge computing and energy-efficient systems meet both regulatory pressure and operating economics.
- AI workloads will dominate. AI-ready capacity is projected to grow at roughly 33% annually between 2023 and 2030, with AI workloads expected to make up around 70% of total data-centre demand by 2030.
AI workloads as a share of data-centre demand
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Global data-centre demand is projected to nearly triple by 2030.
Source: McKinsey, 2025 (~70% by 2030); estimates vary by source (JLL ~50%).
Avalon invests in the computing and energy infrastructure that supports the expansion of AI and digital services.
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