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The rapid advancement of artificial intelligence (AI) is significantly influencing the demand and supply dynamics of data centers from 2026 to 2030. Here's an overview based on recent research and projections:

Demand Projections:

Global Power Demand: Goldman Sachs Research estimates that global data center power demand will grow by 165% by 2030 compared to 2023 levels. This surge is primarily attributed to the increasing integration of AI technologies.

Capacity Requirements: McKinsey & Company projects that global demand for data center capacity could rise at an annual rate between 19% and 22% from 2023 to 2030, reaching an annual demand of 171 to 219 gigawatts (GW). In a more accelerated scenario, demand could grow by 27% annually, reaching 298 GW by 2030.

Regional Insights: In Europe, data center power consumption is expected to nearly triple by 2030, increasing from about 62 terawatt-hours (TWh) to over 150 TWh. This growth will account for approximately 5% of total European electricity consumption.


Supply Projections:

Market Growth: The global data center market size was valued at $194.81 billion in 2022 and is projected to grow at a compound annual growth rate (CAGR) of 10.9% from 2023 to 2030.

Investment Trends: Investor interest in data centers remains robust, driven by the escalating demand for computing power and data storage, alongside the burgeoning potential of AI. This trend is expected to sustain strong investment through 2025.


Challenges and Considerations:

Energy Consumption: The expansion of AI capabilities is leading to higher energy consumption in data centers. For instance, a single ChatGPT query requires 2.9 watt-hours of electricity, compared to 0.3 watt-hours for a standard Google search.

Infrastructure Development: To meet the rising demand, significant investments in data center infrastructure are necessary. In Europe alone, an estimated $250-300 billion will be required by 2030 to support the anticipated growth.

Sustainability Efforts: The industry is increasingly focusing on sustainability, with efforts to enhance energy efficiency and integrate renewable energy sources into data center operations.


In summary, the period from 2026 to 2030 is expected to witness substantial growth in data center demand, largely driven by AI advancements. While the supply side is projected to expand, addressing challenges related to energy consumption, infrastructure development, and sustainability will be crucial to balance this growth effectively.