Data Centre Boom Lifts Power Suppliers
Asian suppliers of power and cooling equipment are capitalizing on a global data centre construction surge driven by artificial intelligence. Surging demand for transformers and advanced cooling systems is creating growth across the supply chain.
Xurve View
Insights:
Xurve View
Power and cooling equipment suppliers are cashing in on a global data centre construction spree as developers race to avoid infrastructure bottlenecks, extending market gains beyond NVIDIA CORP. McKinsey forecasts nearly $7 trillion in global data-centre investment by 2030, driven by soaring artificial intelligence workloads. Grid connection delays can stretch up to eight years in major developed markets, forcing developers to prioritize critical hardware lead times.
