世邦魏理仕：2026年韩国数据中心投资报告：稀缺溢价、市场供给与资产退出潜力（英文版）

Driven by the launch of ChatGPT in late 2022, recent years have seen the global data center market undergo a structural paradigm shift toward high-performance computing infrastructure. The proliferation of generative AI has triggered hyperscale demand for Large Language Model (LLM) training and inference, while the rise in AI workloads — unfolding much faster than the cloud transition era —is driving exponential growth in global power demand. Figure 1 shows that global data center power consu