Data Centers: Strategic Intelligence

All the vital news, analysis, and commentary curated by our industry experts.

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Published: September 25, 2025 Report Code: GDTMT-TR-S661-TH

Report Overview
Key Players
Table of Contents

The scale of investment in data center infrastructure is unprecedented. Microsoft, Alphabet, Amazon, and Meta reported combined capital expenditure (capex) of $245 billion in 2024, and their spending could exceed $360 billion in 2025, primarily driven by AI-related investments. They are competing to build large data centers and fill them with specialized chips to stay ahead in the race for AI dominance.

Scope

This report provides an overview of the data centers theme.

It includes a comprehensive industry analysis, including forecasts for data center and hosting revenues to 2029.

The detailed value chain comprises four layers: data center energy sources, data center infrastructure, connectivity, and data center services.

Key Highlights

Most AI training takes place in large-scale data centers. AI models require high-performance computing (HPC) infrastructure, specialized chips, large memory, and advanced cooling systems, making modern data centers essential to power AI development. As a result, data center expansion is accelerating. This expansion includes more facilities, wider geographic distribution, and substantial capacity increases to support AI workloads, which is reflected in their physical size and technology density.

Data centers are significant drivers of electricity demand. According to the International Energy Agency (IEA), data centers' electricity consumption will more than double to approximately 945 terawatt-hours (TWh) by 2030, up from 415TWh in 2024. Cooling and air conditioning systems consume a lot of energy, and water use is another significant environmental issue associated with data centers.

Tech giants and data center operators are increasingly shifting to low-carbon energy solutions to meet growing power demands within their data centers. Companies that develop and deploy innovative cooling technologies, particularly liquid cooling, will likely see increased demand.

Reasons to Buy

Data centers have become essential for modern life and are increasingly recognized as a critical utility. Data centers provide stability and computing power, allowing businesses to run important applications, store valuable data, and deliver online services. Major technology and business shifts are shaping the data center industry. These include the rise in demand for digital and online services, greater automation across industries, and businesses' increased use of integrated networks of systems and platforms. The COVID-19 pandemic sped up the shift to remote working, further increasing the demand for computing power. More recently, demand for artificial intelligence (AI) surged after the launch of ChatGPT by OpenAI at the end of 2022. AI created new demands on data center infrastructure, as AI workloads require significant computing power. This report is the perfect introduction to the data center theme, including an overview of the issues driving the rapid increase in data center expansion and analysis of the leading tech vendors.

3M
ABB
Accton
Acer
Achronix Semiconductor
Adani Green Energy
Adata
Adtran
AES Corp
AES Solar
AGL Energy
Alibaba
Alkira
Alphabet (Google)
Amazon
AMD
American Tower
Apple
Arista
Arm
Asetek
Asperitas
Assetspire
AT&T
AtlasEdge
Atos
Auras Technology
Aviatrix
Axiom Space
Baidu
Baseload Capital
Biren Technology
Bloom Energy
Bouygues
BP
Broadcom
Brookfield Renewable
BT
Burlywood
ByteDance
Calmac
Calpine
Cambricon
Cato Networks
Celestica
Celona
Centec Comms
Cerebras
Chevron
China Mobile
China Telecom
China Unicom
Chindata
Ciena
Cisco
Cloud Software Group (Citrix)
CNNC
CNPC
Coal India
Coherent
Comcast
CommScope
Commvault
Compass Datacenters
Constellation Energy
CoreWeave
Crucial
CyrusOne
Cyxtera Technologies
DartPoints
Data Foundry
DataCore
DDN
Deep Atomic
DeepSeek
Dell Technologies
Delta Electronics
Deutsche Telekom
Device42
Digital Realty
Dominion Energy
DTE Energy
Duke Energy
DXC Technology
E.ON
Eaton
Eavor
EDF
Edge Centres
EdgeConneX
EdgeMicro
EDP
EkkoSense
Electron Green
Elementl Power
Enel Green Power
Enercon
ENGIE
Equinix
Ericsson
EticaAG
Etisalat
European Energy
Exceed Geo Energy
Exelon Corporation
Exowatt
Extreme Networks
Exus Renewables
ExxonMobil
Fervo Energy
First Gen Corporation
First Solar
Flexential
flexiWAN
Fluence
FNT Software
Fortinet
Foxconn
Fujitsu
GDS
GE Hitachi Nuclear Energy
GE Vernova
Global Switch
Graphcore
Graphical Networks
GRC
Groq
Habana Labs
HCLTech
HiCloud
Hitachi
HPE
Huawei
Hydro Quebec
Hyperview
Iberdrola
IBM
Iceotope
Infinidat
Inspur
Intel
Inventec
Iron Mountain
JetCool
Kairos Power
KDDI
KEPCO
Kepler Space
Kingston Technology
Kioxia
KT
Lambda
Lattice Semiconductor
Leading Edge Data Centres
Lenovo
LiquidStack
Liteon
Lonestar Data Holdings
Lumen Technologies
Lumentum
Macom
Malta
ManageEngine
Maruwa
Marvell
Meta
MGX
Microchip Technology
Micron
Microsoft
Mistral AI
Mitsubishi Power
Mobileye
Mobily
Moore Threads
Movidius
National Grid
Nautilus Data Technologies (NDT)
Naval Group
Nervana
NetApp
Netcracker
Netgear
NEXTDC
NextEra Energy
NGD systems
nLighten
Nlyte
Nokia
Northern Power Systems
NoviFlow
NTPC
NTT Data
NuScale
Nutanix
NV Energy
Nvidia
Oklo
OpenAI
OpenDCIM
Oracle
Orange
Orano
Ormat Technologies
Ørsted
OVHcloud
Panduit
Pattern Energy
Penta Infra
PG&E
Pica8
PLDT
Powerex
Primoris Renewables
Proximity Data Centres
Proxmox
Pure Storage
Qcells
QCT
QTS Data Centers
Qualcomm
Quobyte
Rackspace Technology
Rakuten
RFCode
Rittal
Rolls-Royce
RusHydro
RWE
Rye Development
Saft
Sage Geosystems
SambaNova
Samsung Electronics
Saudi Aramco
Scale Computing
Scality
Schneider Electric
Seagate
SGCC
Shell
Siemens
Silk
Singtel
SK Hynix
SK Telecom
SKY Perfect
Skyloom
SoftBank
Solidigm
Standard Power
Star Energy Geothermal
Starcloud
Statkraft
STC
StorONE
StorPool
STT
Stulz
Submer
Subsea Cloud
Sugon
Sunbird
Supermicro
SUSE
Süwag Energie
Switch
TCS
Tech Mahindra
Telefonica
Telenor
Telia
Telstra
Telxius
Tencent
Tesla
Three Gorges Group
TidalScale
Toshiba
Total Energies
Trina Solar
TSMC
Ubiquity
Uniper
Vapor IO
VAST Data
Vattenfall
Verizon
Vertiv
Vestas
Virtuozzo
Vodafone
Waaree Energies
Weebit Nano
Western Digital
Wipro
Wistron
Wpd
X-energy
Xerox
XGS Energy
ZT Systems
ZTE

Executive Summary

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Industry Analysis

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