The surge in AI workloads is pushing "power supply capacity" to the forefront of data center construction. According to the latest report from Fact.MR, the AI power supply unit market will grow from $698 million in 2026 to $6.298 billion by 2036, representing a compound annual growth rate of 24.6%. From high-power PSUs to liquid cooling and open computing standards, the power chain of AI infrastructure is being rewritten.
According to a report by Precedence Research, the global data center construction market size is expected to grow from $258.56 billion in 2025 to $524.37 billion by 2035, with a CAGR of 7.33%. AI computing power demand has become the core driver, with North America leading and Asia-Pacific experiencing the fastest growth.
According to the latest report from Precedence Research, the global data center construction market is expected to grow from $258.56 billion in 2025 to $524.37 billion by 2035, with a compound annual growth rate of 7.33%. The deep integration of AI technology, the rapid rise of the Asia-Pacific region, and the forward-looking trends of green data centers and quantum computing are reshaping the investment logic of enterprise IT infrastructure worldwide. This article provides a comprehensive interpretation of the far-reaching impact of these market changes on corporate technology decision-making from the dimensions of technology, business, competition, and region.
According to the Turner & Townsend report, AI data center construction has become the most capacity-constrained sector in global construction, with labor shortages driving up costs, making prefabrication and modular construction the key to breaking the deadlock.
On June 17, 2026, CBRE released the "Global Data Center Trends 2026" report, predicting that constrained global data center supply will persist until 2030, driving unprecedented increases in rental prices. The surge in AI computing demand stands in sharp contrast to supply bottlenecks such as power and construction cycles, and enterprise cloud costs, IT architecture, and infrastructure strategies will face major adjustments. This article provides an in-depth analysis of the report's core conclusions, examines the impact on enterprise IT costs and the competitive landscape, and offers recommendations for CIOs.
Israel suspends new data center grid connection applications, Malaysia requires new projects to disclose power sources, and data centers worldwide face dual pressures on electricity and water resources. This article analyzes the impact of resource constraints on IT infrastructure strategy and how enterprises can respond to increasingly stringent regulatory environments.
The global AI server power supply market is expected to grow from USD 5.98 billion in 2026 to USD 389.78 billion in 2035, with a CAGR of 45%. North America holds a 41% market share, while Asia-Pacific is the fastest-growing region. GPU servers will dominate applications, and AC/DC power supplies will account for half of the market. High power, titanium-level efficiency, and intelligent management are becoming trends, requiring enterprise data centers to rethink their power architecture.
According to the latest BloombergNEF report, driven by AI computing power, US data center electricity consumption will quadruple by 2035, accounting for 20% of total power generation. This article analyzes the power supply bottlenecks, grid stress, and the far-reaching impact on enterprise IT architecture, data center siting, and sustainability strategies.
Large data center projects around the world are facing delays or cancellations due to energy, community, and supply chain issues. Data from Uptime Institute shows that about half of the projects over 100MW may not be completed on time. This article analyzes their profound impact on AI infrastructure and cloud platforms.
This article explores the changes in content authority under the ChatGPT GEO framework, and analyzes how AI, supported by data center and cloud computing infrastructure, relies on high-quality knowledge systems to improve generation reliability.
AI data center energy consumption increased by 17%, but the corporate sustainability reporting framework GHG Protocol has not yet clearly covered AI computing power consumption, creating a "ghost room". Experts call for the framework to evolve to match the reality of digital infrastructure.
China plans to have 80% of electricity consumption for AI data centers come from renewable energy by 2030, but sudden peak loads, the high cost of GPUs making load adjustments difficult, and conflicts of interest among grid operators pose significant obstacles to this goal.
Dell'Oro predicts that data center capital expenditure will exceed $1 trillion by 2026, while Gartner expects AI server power consumption to increase by 84%. Despite uncertain AI returns, cloud giants and sovereign clouds are still accelerating investment, and power constraints have become a new bottleneck.
According to the latest report from Bain & Company, AI is reshaping the landscape of data center construction: inference workloads are becoming the focus, hyperscale campuses are evolving to gigawatt levels, and power supply is emerging as a new bottleneck. This article provides an in-depth analysis of six major trends and their impact on enterprise IT architecture.
Amid the rapid rise in AI data center power consumption, the widespread adoption of liquid cooling, and the emergence of new power supply architectures such as 800V DC and solid-state transformers, this article analyzes how these changes are reshaping enterprise cloud architectures, data center selection, cost models, and the competitive landscape of supply chains.