뉴저지 데이터센터 : 시장 점유율 분석, 업계 동향과 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the new jersey data center market size is expected to grow from 1.0 GW in 2025 to 1.04 GW in 2026 and is forecast to reach 1.23 GW by 2031 at 3.55% CAGR over 2026-2031.

This report is Segmented by Data Center Size (Small, Medium, Large, Massive, Mega), Tier Type (Tier 1&2, Tier 3, Tier 4), Data Center Type(Colocation, Cloud Service Providers (CSPs), Enterprise, Modular, and Edge). The Market Forecasts are Provided in Terms of Value (USD).

New Jersey Data Center Market Trends and Insights

AI-driven 20 MW+ pre-leasing surge

CoreWeave's USD 1.2 billion Kenilworth project illustrates how GPU cloud providers now secure entire buildings before the first shovel breaks ground, underpinning a wave of speculative construction backed by long-term offtake contracts.Typical AI racks exceed 40 kW, so developers pre-buy substations and liquid-cooling manifolds, locking in electrical and mechanical designs three quarters earlier than historical norms. This sudden front-loading of capex pushes the New Jersey data center market toward vertically integrated site-selection, where grid-interconnection status carries more valuation weight than real-estate cost. Pre-lease volumes above 60 MW also transfer bargaining power to hyperscalers that demand renewable guarantees or direct fiber into Wall Township's landing station. The effect cascades into subcontracting tiers, lifting demand for commissioning engineers, immersion-cooling vendors and high-capacity switchgear.

Sub-Atlantic subsea cables landing in NJ

The NJFX campus offers carrier-neutral access to HAVFRUE/AEC-2 and WALL-LI routes, eliminating New York metro cross-connect fees and shaving milliseconds on trans-Atlantic round-trip latency. Elevation 64 ft above sea level and flood-zone clearance enhance business-continuity credentials, attracting disaster-recovery footprints from financial institutions. Telxius and Windstream backhaul spurs now extend capacity south toward Virginia Beach, weaving New Jersey space into redundant Atlantic mesh topologies. In the longer horizon, data-sovereignty clauses that prohibit data routing through certain jurisdictions are expected to inflate value for diverse U.S. landing points. Consequently, the New Jersey data center market benefits from a structural connectivity moat difficult for land-locked rivals to replicate.

PJM power-queue backlog greater than 4.7 GW

PJM's queue included 268 GW of generation requests by year-end 2024, yet only a single-digit percentage will reach operation in the near term, creating a mismatch between data-center demand and available capacity. Public Service Electric & Gas recorded 4.7 GW of large-load interconnection inquiries from data-center clients alone, clogging study windows and delaying permits. Retirements of 60 GW of thermal generation exacerbate the crunch because intermittent renewables in the same queue require extra grid-services headroom. Developers that lack executed PJM agreements are therefore forced toward costly on-site gas turbines or battery-backed behind-the-meter solar arrays. This bottleneck shaves nearly two percentage points off the otherwise robust growth slope of the New Jersey data center market.

Other drivers and restraints analyzed in the detailed report include:

1. Fin-tech latency arms-race (NY ↔ NJ <= 1 ms)
2. Build-to-suit GPU densification greater than 40 kW/rack
3. 12-24 month transformer lead-times

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

The massive category delivered 54.70% of 2025 revenue in the New Jersey data center market. Hyperscalers cluster multi-story halls and aggregate 80 MW utility feeds, attaining cooling economies that small sites cannot reproduce. This class enjoys ample land parcels in Middlesex and Mercer counties where zoning approvals accommodate multi-building campuses. Mega facilities are projected to record a 5.25% CAGR and will likely tilt the New Jersey data center market size toward fewer but denser campuses between 2026 and 2031.

Smaller footprints still play roles in edge aggregation, content caching and disaster-recovery topologies for mid-market enterprises. However, capex-per-MW spreads favor large-scale builds, especially as power densities rise above 40 kW. CoreWeave's Kenilworth complex highlights how a single AI tenant can underwrite full-parcel development value, expediting entitlements and locking in renewable-energy PPAs at scale. Consequently, developers redeploy brownfield warehouses into multi-tenant suites only when grid access is pre-existing, limiting expansion pathways for the smallest site classes.

Complete Report Scope:

• By Data Center Size
  • Small
  • Medium
  • Large
  • Massive
  • Mega
• By Tier Type
  • Tier 1 and 2
  • Tier 3
  • Tier 4
• By Data Center Type
  • Cloud Service Providers (CSPs)
  • Enterprise, Modular and Edge
  • Colocation
    • Utilized
      • Colocation Type
        • Retail
        • Wholesale
        • Hyperscale
      • End User
        • Cloud and IT
        • Telecom
        • Media and Entertainment
        • Government
        • BFSI
        • Manufacturing
        • E-Commerce
        • Other End User

List of Companies Covered in this Report:

1. Digital Realty Trust Inc.
2. Equinix Inc.
3. CoreSite Realty Corp.
4. DataBank Holdings Ltd.
5. CyrusOne LLC
6. Cyxtera Technologies Inc.
7. Iron Mountain Inc.
8. QTS Realty Trust LLC
9. Cologix Inc.
10. H5 Data Centers LLC
11. Flexential Corp.
12. CoreWeave Inc.
13. CenterSquare DC LLC
14. 165 Halsey Street LLC
15. EdgeConneX Inc.
16. Switch Inc.
17. Internap Holding LLC
18. Zenlayer Inc.
19. Agile DataSites LLC
20. Volta Data Centers USA Inc.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 AI-driven 20-MW+ pre-leasing surge
  • 4.2.2 Sub-Atlantic subsea cables landing in NJ
  • 4.2.3 Fin-tech latency arms-race (NY ↔ NJ <= 1 ms)
  • 4.2.4 Renewable "behind-the-meter" PPAs
  • 4.2.5 State tax-abatement program NJEDA
  • 4.2.6 Build-to-suit GPU densification greater than 40 kW/rack
• 4.3 Market Restraints
  • 4.3.1 PJM power-queue backlog greater than 4.7 GW
  • 4.3.2 12--24 month transformer lead-times
  • 4.3.3 Real-estate scarcity in Hudson Co.
  • 4.3.4 Water-use restrictions (Passaic basin)
• 4.4 Value/Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Threat of New Entrants
  • 4.7.2 Bargaining Power of Suppliers
  • 4.7.3 Bargaining Power of Customers
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Competitive Rivalry
• 4.8 Digital-Infrastructure Indicators
  • 4.8.1 Smartphone Users
  • 4.8.2 Data Traffic per Smartphone
  • 4.8.3 Mobile Data Speed
  • 4.8.4 Broadband Data Speed
• 4.9 Assessment of Macro Economic Trends on the Market

5 MARKET SIZE AND GROWTH FORECASTS (MW)

• 5.1 By Data Center Size
  • 5.1.1 Small
  • 5.1.2 Medium
  • 5.1.3 Large
  • 5.1.4 Massive
  • 5.1.5 Mega
• 5.2 By Tier Type
  • 5.2.1 Tier 1 and 2
  • 5.2.2 Tier 3
  • 5.2.3 Tier 4
• 5.3 By Data Center Type
  • 5.3.1 Cloud Service Providers (CSPs)
  • 5.3.2 Enterprise, Modular and Edge
  • 5.3.3 Colocation
    • 5.3.3.1 Utilized
      • 5.3.3.1.1 Colocation Type
        • 5.3.3.1.1.1 Retail
        • 5.3.3.1.1.2 Wholesale
        • 5.3.3.1.1.3 Hyperscale
      • 5.3.3.1.2 End User
        • 5.3.3.1.2.1 Cloud and IT
        • 5.3.3.1.2.2 Telecom
        • 5.3.3.1.2.3 Media and Entertainment
        • 5.3.3.1.2.4 Government
        • 5.3.3.1.2.5 BFSI
        • 5.3.3.1.2.6 Manufacturing
        • 5.3.3.1.2.7 E-Commerce
        • 5.3.3.1.2.8 Other End User

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products and Services, and Recent Developments)
  • 6.4.1 Digital Realty Trust Inc.
  • 6.4.2 Equinix Inc.
  • 6.4.3 CoreSite Realty Corp.
  • 6.4.4 DataBank Holdings Ltd.
  • 6.4.5 CyrusOne LLC
  • 6.4.6 Cyxtera Technologies Inc.
  • 6.4.7 Iron Mountain Inc.
  • 6.4.8 QTS Realty Trust LLC
  • 6.4.9 Cologix Inc.
  • 6.4.10 H5 Data Centers LLC
  • 6.4.11 Flexential Corp.
  • 6.4.12 CoreWeave Inc.
  • 6.4.13 CenterSquare DC LLC
  • 6.4.14 165 Halsey Street LLC
  • 6.4.15 EdgeConneX Inc.
  • 6.4.16 Switch Inc.
  • 6.4.17 Internap Holding LLC
  • 6.4.18 Zenlayer Inc.
  • 6.4.19 Agile DataSites LLC
  • 6.4.20 Volta Data Centers USA Inc.

7 MARKET OPPORTUNITIES and FUTURE OUTLOOK

• 7.1 White-space and Unmet-Need Assessment