Nokian kiinnostus datakeskuksiin ei yllätä kun on lukenut seuraavan raportin. Voi myös ajatella, että kun kysyntä ilmeisesti ylittää tarjonnan, nostaa se toimittajien hinnoitteluvoimaa ja marginaaleja.
Our analysis of current trends suggests that global demand for data center capacity could rise at an annual rate of between 19 and 22 percent from 2023 to 2030 to reach an annual demand of 171 to 219 gigawatts (GW). A less likely yet still possible scenario sees demand rising by 27 percent to reach 298 GW (Exhibit 1). This contrasts with the current demand of 60 GW, raising the potential for a significant supply deficit. To avoid a deficit, at least twice the data center capacity built since 2000 would have to be built in less than a quarter of the time.
But even if all currently known plans are delivered on time, there could still be a data center supply deficit of more than 15 GW in the United States alone by 2030.
Demand for AI-ready capacity is the main driver of this potential deficit—as it must provide the high computational power and power density required by AI workloads. Our analysis suggests that demand for AI-ready data center capacity will rise at an average rate of 33 percent a year between 2023 and 2030 in a midrange scenario. This means that around 70 percent of total demand for data center capacity will be for data centers equipped to host advanced-AI workloads by 2030. Gen AI, currently the fastest-growing advanced-AI use case, will account for around 40 percent of the total (Exhibit 2).