ACS accelerates global growth through its Data Center and Digital Infrastructure strategy
ACS consolide son leadership mondial en data centers avec plus de 9 GW installés et un partenariat ambitieux avec GIP pour atteindre 3 GW d'ici 2030. La stratégie du groupe accélère la croissance dans l'IA, les semi-conducteurs et les infrastructures durables, tout en renforçant les retours aux actionnaires avec des dividendes de près de 3,5 € par action et une hausse de 102% du cours. Une vision innovante pour l'avenir numérique.
GrupoACS - 14 Nov 2025
ACS has consolidated its position as the world’s leading data center builder, with more than 9 GW installed and a strong presence in high-growth markets such as the U.S., Europe, and Asia-Pacific
Its data center strategy strengthens its leadership as a provider of fully integrated solutions for hyperscalers and reinforces its role as an investor and developer, managing the entire project lifecycle
The company will leverage its position in data centers to accelerate growth in other infrastructure supporting the AI ecosystem, including semiconductors and cloud-computing platforms
Since presenting its Strategic Plan in April 2024, ACS has significantly enhanced shareholder returns, with cumulative dividends of almost €3.5 per share and a share price increase of more than 102%, resulting in a total return of over 60%
ACS today announced, during its Investor Day, the progress achieved in executing its 2024–2026 Strategic Plan, and presented in detail its data center strategy, one of the Group’s key growth pillars within its broader commitment to digital infrastructure.
Over the past five years, ACS has reinforced its standing as the world’s leading data center contractor, with more than 9 GW installed and a strong presence in high-potential markets across the United States, Europe, and Asia-Pacific. This leadership is underpinned by a comprehensive end-to-end offering that enables the Group to respond quickly and efficiently to client needs, positioning ACS as the EPCM partner of choice for hyperscalers and leading AI companies.
Together with Global Infrastructure Partners (GIP), the Group will also launch a new platform to invest in and develop data centers, with a target of 3 GW of capacity by 2030, including 1.7 GW already under development. Alongside this digital expansion, ACS continues to advance its 2024–2026 Strategic Plan across other high-growth vectors of next-generation infrastructure—such as energy, defense, and critical minerals—while further strengthening its leadership in essential infrastructure.
“One year ago, we set out a strategy based on a clear vision: to become a global benchmark in the development of the critical infrastructure of the future. Today, that vision continues to advance with firm momentum,” said Juan Santamaría, CEO of ACS Group. “Global demand for data centers is set to grow more than fifteen times by 2035, driven by the expansion of AI, cloud migration, and the exponential rise in data volumes. With our digital infrastructure roadmap and the new platform developed with GIP, we are extending our leadership into a space with enormous long-term potential—one that combines technological innovation, sustainability, and investment at scale.”
Data centers: a consolidated global growth engine
The data center business remains one of the primary drivers of value creation within ACS’s strategic roadmap. The Group currently manages an EPCM project portfolio worth €14.3 billion, with over 9 GW of installed IT capacity across the U.S., Europe, and Asia-Pacific.
Through this model, ACS delivers fully integrated services across the entire value chain, combining engineering, project management, and the execution of highly complex facilities. This approach provides high-value, high-return solutions for leading global technology and industrial clients. The Group expects to generate €20–25 billion in revenues from its data center EPCM business by 2030, with an estimated EBITDA of €1.2–1.3 billion and margins of 5–6%.
ACS is also expanding into a new development and equity investment dimension, assuming an active role as developer and long-term investor in data center assets and managing the full project lifecycle—from design and construction to financing and operations—with the goal of reaching 3 GW of capacity by 2030.
This strategic shift is already taking shape through its partnership with GIP, part of BlackRock. Together, the companies will build a global platform dedicated to next-generation data centers, starting with a portfolio of seven projects and 1.7 GW under development across the U.S., Spain, and Australia. In addition to the existing portfolio of assets contributed by ACS to the platform, ACS is reviewing a pipeline of potential projects exceeding 11 GW across North America, Europe, and Asia Pacific.
From a sustainability perspective, ACS is committing to high-efficiency, low-carbon designs: new projects will integrate renewable energy and advanced liquid-cooling systems to achieve competitive PUE levels, as well as modular Edge data centers for low-latency workloads and critical industries.
The Group is rolling out a European network of modular, sustainable Edge data centers (between 2 and 10 MW), with the first site operational in Germany since 2025 and plans to expand to as many as 60 sites by 2032, in partnership with Palladio and other regional partners.
The company will also leverage its close relationships with key players across the digital ecosystem to drive growth in other infrastructure supporting AI and cloud computing.
In parallel, ACS is advancing the deployment of AI- and automation-based tools applied to engineering, project management, and infrastructure maintenance, reinforcing its leadership in the digitalization of the construction and energy sectors.
A shared vision for a global Group
ACS continues to strengthen its position as a global provider of end-to-end solutions in critical infrastructure. The Group aims to lead the development of the next generation of sustainable, technologically advanced infrastructure capable of addressing today’s major global challenges: the energy transition, digital connectivity, and urban resilience.
With operations in more than 40 countries and a workforce of over 130,000 professionals, ACS combines global scale with deep local expertise, allowing the Group to adapt to client needs and drive the transformation and modernization of infrastructure worldwide.
In addition to its progress in digital infrastructure, ACS is reinforcing its position across other areas that shape the critical infrastructure of the future—defense, energy, and critical minerals—as well as traditional essential infrastructure such as transport, mobility, and BHE.
Since launching its Strategic Plan in April 2024, ACS has significantly strengthened shareholder returns, with cumulative dividends close to €3.5 per share and a share price increase of more than 102%, translating into a total return of over 60%.
Its data center strategy strengthens its leadership as a provider of fully integrated solutions for hyperscalers and reinforces its role as an investor and developer, managing the entire project lifecycle
The company will leverage its position in data centers to accelerate growth in other infrastructure supporting the AI ecosystem, including semiconductors and cloud-computing platforms
Since presenting its Strategic Plan in April 2024, ACS has significantly enhanced shareholder returns, with cumulative dividends of almost €3.5 per share and a share price increase of more than 102%, resulting in a total return of over 60%
ACS today announced, during its Investor Day, the progress achieved in executing its 2024–2026 Strategic Plan, and presented in detail its data center strategy, one of the Group’s key growth pillars within its broader commitment to digital infrastructure.
Over the past five years, ACS has reinforced its standing as the world’s leading data center contractor, with more than 9 GW installed and a strong presence in high-potential markets across the United States, Europe, and Asia-Pacific. This leadership is underpinned by a comprehensive end-to-end offering that enables the Group to respond quickly and efficiently to client needs, positioning ACS as the EPCM partner of choice for hyperscalers and leading AI companies.
Together with Global Infrastructure Partners (GIP), the Group will also launch a new platform to invest in and develop data centers, with a target of 3 GW of capacity by 2030, including 1.7 GW already under development. Alongside this digital expansion, ACS continues to advance its 2024–2026 Strategic Plan across other high-growth vectors of next-generation infrastructure—such as energy, defense, and critical minerals—while further strengthening its leadership in essential infrastructure.
“One year ago, we set out a strategy based on a clear vision: to become a global benchmark in the development of the critical infrastructure of the future. Today, that vision continues to advance with firm momentum,” said Juan Santamaría, CEO of ACS Group. “Global demand for data centers is set to grow more than fifteen times by 2035, driven by the expansion of AI, cloud migration, and the exponential rise in data volumes. With our digital infrastructure roadmap and the new platform developed with GIP, we are extending our leadership into a space with enormous long-term potential—one that combines technological innovation, sustainability, and investment at scale.”
Data centers: a consolidated global growth engine
The data center business remains one of the primary drivers of value creation within ACS’s strategic roadmap. The Group currently manages an EPCM project portfolio worth €14.3 billion, with over 9 GW of installed IT capacity across the U.S., Europe, and Asia-Pacific.
Through this model, ACS delivers fully integrated services across the entire value chain, combining engineering, project management, and the execution of highly complex facilities. This approach provides high-value, high-return solutions for leading global technology and industrial clients. The Group expects to generate €20–25 billion in revenues from its data center EPCM business by 2030, with an estimated EBITDA of €1.2–1.3 billion and margins of 5–6%.
ACS is also expanding into a new development and equity investment dimension, assuming an active role as developer and long-term investor in data center assets and managing the full project lifecycle—from design and construction to financing and operations—with the goal of reaching 3 GW of capacity by 2030.
This strategic shift is already taking shape through its partnership with GIP, part of BlackRock. Together, the companies will build a global platform dedicated to next-generation data centers, starting with a portfolio of seven projects and 1.7 GW under development across the U.S., Spain, and Australia. In addition to the existing portfolio of assets contributed by ACS to the platform, ACS is reviewing a pipeline of potential projects exceeding 11 GW across North America, Europe, and Asia Pacific.
From a sustainability perspective, ACS is committing to high-efficiency, low-carbon designs: new projects will integrate renewable energy and advanced liquid-cooling systems to achieve competitive PUE levels, as well as modular Edge data centers for low-latency workloads and critical industries.
The Group is rolling out a European network of modular, sustainable Edge data centers (between 2 and 10 MW), with the first site operational in Germany since 2025 and plans to expand to as many as 60 sites by 2032, in partnership with Palladio and other regional partners.
The company will also leverage its close relationships with key players across the digital ecosystem to drive growth in other infrastructure supporting AI and cloud computing.
In parallel, ACS is advancing the deployment of AI- and automation-based tools applied to engineering, project management, and infrastructure maintenance, reinforcing its leadership in the digitalization of the construction and energy sectors.
A shared vision for a global Group
ACS continues to strengthen its position as a global provider of end-to-end solutions in critical infrastructure. The Group aims to lead the development of the next generation of sustainable, technologically advanced infrastructure capable of addressing today’s major global challenges: the energy transition, digital connectivity, and urban resilience.
With operations in more than 40 countries and a workforce of over 130,000 professionals, ACS combines global scale with deep local expertise, allowing the Group to adapt to client needs and drive the transformation and modernization of infrastructure worldwide.
In addition to its progress in digital infrastructure, ACS is reinforcing its position across other areas that shape the critical infrastructure of the future—defense, energy, and critical minerals—as well as traditional essential infrastructure such as transport, mobility, and BHE.
Since launching its Strategic Plan in April 2024, ACS has significantly strengthened shareholder returns, with cumulative dividends close to €3.5 per share and a share price increase of more than 102%, translating into a total return of over 60%.
