Large-scale data center investment has surged over the past several years, and for good reason. Hyperscalers — Amazon, Microsoft, Google, and Meta — collectively invested an estimated $320 billion in digital infrastructure in 2025 alone. That capital funds a broad range of workloads: cloud computing services, social media platforms, content storage and delivery, enterprise SaaS, and — increasingly — AI model training and inference. The facilities these operators build are genuine engineering achievements: hundreds of megawatts of capacity, engineered for scale, resilience, and efficiency.
As the center of gravity in AI infrastructure shifts from training to inference — a transition that industry analysts widely expect to define 2026 and beyond — the demand for interconnection-rich, metro-proximate facilities is accelerating alongside it.
Deloitte's 2026 technology outlook projects that inference will account for roughly two-thirds of all AI compute by year's end, up from approximately one-third in 2023. That shift does not just change the software requirements of AI systems — it changes the physical infrastructure requirements. Inference is distributed, latency-sensitive, and needs to live close to the users and data it serves.
The design requirements for a carrier-neutral, interconnection-focused facility are meaningfully different from those of a hyperscale campus optimized for internal workloads. Facilities built for enterprise and network customers prioritize carrier-neutral meet-me rooms with deep interconnection ecosystems - enabling direct cross connects to carriers, cloud on-ramps, content networks, and enterprise WANs without traversing the public internet. These facilities also have a metro market presence and proximity to population centers, minimizing round-trip latency for user-facing applications and placing compute close to the enterprise data and users it serves.
Data Center Dynamics' analysis of 2026 edge computing trends notes that edge deployment is expanding rapidly across industries where low latency is critical, including telemedicine, industrial automation, and autonomous systems. These are not speculative future use cases - they are active workloads that enterprises are deploying today, and they require infrastructure that traditional colocation providers were not purpose-built to support.
Perhaps the most significant opportunity in this segment is geographic. The markets where interconnection-rich, carrier-neutral infrastructure is most in demand are often the markets where purpose-built capacity is most constrained. While primary hubs like Northern Virginia and Silicon Valley have attracted enormous capital, major U.S. metropolitan areas with established enterprise economies, dense carrier ecosystems, and genuine digital infrastructure demand continue to be underserved by carrier-neutral colocation built specifically for interconnection density.
Phoenix is one of the fastest-growing technology markets in the Sun Belt, with a rapidly expanding enterprise base and a position on key transcontinental fiber corridors — yet carrier-neutral interconnection density has not kept pace with compute growth. Miami serves as the gateway to Latin America for network and cloud traffic, with a unique concentration of international carriers and subsea cable systems. Denver anchors the Mountain West as a hub for enterprise and government connectivity, sitting at the crossroads of major east-west and north-south fiber routes. Atlanta is the Southeast’s most important network hub, with deep peering ecosystems and a large financial, media, and enterprise tenant base. Each of these markets represents a structural opportunity: high and growing demand for interconnected colocation, a diverse set of network operators seeking neutral presence, and a carrier-neutral footprint that remains underdeveloped relative to underlying digital infrastructure demand.
This gap is increasingly recognized by investors and operators. JLL's 2026 Global Data Center Outlook projects the U.S. data center sector will grow at a 17% supply CAGR through 2030, with much of that growth shifting toward secondary markets as primary hubs face power and permitting constraints. The global data center sector is estimated to grow at a 14% CAGR over the next five years, representing 100 GW of new capacity.
Purpose-built edge facilities are also emerging as a proving ground for more sustainable data center design. The traditional data center industry has faced growing scrutiny over water consumption, energy intensity, and community impact — scrutiny that is intensifying as facilities move closer to urban populations.
The response from next-generation edge facilities has been to engineer sustainability into the core design rather than treating it as an afterthought. Closed-loop cooling systems that eliminate or dramatically reduce water consumption represent a meaningful departure from legacy evaporative cooling approaches. High-efficiency mechanical and electrical systems that minimize power usage effectiveness (PUE) translate directly into lower operating costs and smaller environmental footprints.
These design choices matter increasingly to tenants, communities, and regulators. As Megaport's analysis of 2026 data center evolution observes, sustainability has moved beyond making data centers greener to making applications carbon-aware — and data center operators that can demonstrate responsible environmental stewardship are finding it a meaningful differentiator in competitive markets.
The convergence of AI inference demand, enterprise connectivity requirements, and the growth of distributed cloud and content workloads is creating a distinct category of infrastructure opportunity. Purpose-built, carrier-neutral facilities — designed for the interconnection requirements of modern workloads, located in markets where the gap between supply and demand is most pronounced, and engineered to operate sustainably - are positioned to capture a meaningful share of the next wave of digital infrastructure investment.
This is not a niche play. As edge computing spend approaches $378 billion by 2028 and inference overtakes training as the dominant AI workload, the facilities built to serve those requirements will sit at the center of the market, not its periphery. The question for enterprise and network customers is straightforward: where will the infrastructure be when you need it, and will it have the carrier density, cross-connect depth, and interconnection ecosystem that mission-critical applications genuinely demand?
Radius DC operates purpose-built, carrier-neutral data centers in Phoenix, Miami, Denver, and Atlanta — four of the most strategically important interconnection markets in the United States. Each facility is designed from the ground up for dense carrier ecosystems, direct cloud on-ramps, and the low-latency connectivity that enterprise and network customers require. Radius DC serves a broad range of customers, from regional enterprises and network operators to cloud providers and hyperscalers, all of whom benefit from the interconnection density and operational reliability that carrier-neutral colocation provides.
Jaymie Scotto & Associates (JSA)