📈 The AI investment cycle is only accelerating:
Global data center CapEx driven by AI is projected to reach $5.2 trillion by 2030, according to McKinsey. IT equipment would represent ~$3.3 trillion of that total, followed by data center infrastructure at ~$1.6 trillion and power generation at ~$300 billion.
This assumes 125 incremental gigawatts of new AI data center capacity added between 2025 and 2030, requiring as much electricity as ~125 nuclear reactors to power. In an accelerated demand scenario, total CapEx could rise to $7.9 trillion, with 205 incremental gigawatts of capacity added.
Global data center CapEx driven by AI is projected to reach $5.2 trillion by 2030, according to McKinsey. IT equipment would represent ~$3.3 trillion of that total, followed by data center infrastructure at ~$1.6 trillion and power generation at ~$300 billion.
This assumes 125 incremental gigawatts of new AI data center capacity added between 2025 and 2030, requiring as much electricity as ~125 nuclear reactors to power. In an accelerated demand scenario, total CapEx could rise to $7.9 trillion, with 205 incremental gigawatts of capacity added.
