Surging demand for AI-ready data centers, driven by generative AI, is straining global capacity. McKinsey projects demand to grow 19–22% annually to 2030, potentially tripling current needs. Hyperscalers like AWS and Google dominate, while GPU cloud providers rise. Energy and infrastructure constraints are prompting new designs, remote locations, and advanced cooling and power systems. Liquid cooling and 48V power units are being adopted to handle high densities. Over $1T in investment is needed. Significant opportunities exist for data center builders, equipment suppliers, and power providers ready to adapt quickly.

Join for free to read