全球数据中心容量增长将达 6 倍 -那些你没见过的数据-AlphaWise-Global Data Center Capacity Growth to Increase 6x - The Data You Haven't Seen

Summary of Data Center Industry Insights Industry Overview - The report focuses on the data center (DC) industry, highlighting insights from AlphaWise surveys conducted among US and European data operators, builders, and suppliers [1][2]. Key Insights Data Center Capacity Growth - Global data center capacity is projected to increase sixfold by 2027, driven by various factors including technological advancements and sustainability initiatives [1]. Critical Factors in New Data Center Planning - Top Priorities: Data security and sovereignty are paramount in the US and UK, while locally manufactured equipment is crucial in Italy. Green energy access is vital in Spain, and fiber/telco connectivity is prioritized in Norway [6]. - ESG Considerations: Clean energy alignment and energy efficiency are critical across all surveyed countries, with specific focuses varying by region [25][30]. Bottlenecks and Challenges - Past 12 Months: Key challenges included securing power grid connections, backup power solutions, and delays in cooling technology across all countries [38]. - Next 2 Years: Anticipated bottlenecks include securing primary or backup power generation solutions, chip/GPU availability, and electricity access [51]. Cost Projections - Construction Costs: 94% of suppliers expect the total cost of building DC shells to rise by an average of 12.5% over the next two years. Electrical systems costs are expected to increase by 12% [64][66]. - Colocation Fit Out: 93% of colocation fit-out suppliers anticipate a 15% increase in costs by 2027 [68]. Adoption of Modular Solutions - The adoption of modular solutions is expected to rise, with operators using at least 50% prefabricated solutions projected to increase from 35% to 52% in the next two years [76][79]. Supplier Revenue Growth - Suppliers' DC-related revenue has increased from 31% to 37% and is expected to reach 44% within two years, driven primarily by sustainability initiatives and international expansion opportunities [96][98]. Motivations for Supplier Engagement - Technological advancement and innovation are the primary motivations for suppliers working with DC operators, followed by sustainability initiatives and potential for growth [81][87]. Additional Considerations - Regional Variations: Each country has unique challenges and priorities, such as the focus on energy prices in the US and green energy access in Spain [6][51]. - Sustainability Initiatives: Sustainability is a significant driver for revenue growth across all countries, with varying emphasis on different aspects of sustainability [98][105]. This comprehensive overview highlights the dynamic landscape of the data center industry, emphasizing growth opportunities, challenges, and the critical role of sustainability in shaping future developments.