The demand for AI-ready data center capacity is predicted to rise at an average rate of 33 percent annually, significantly outpacing supply and creating a potential deficit.
As generative AI continues to evolve, approximately 70 percent of total data center capacity demand will be for advanced-AI workloads by 2030, underscoring the transformative nature of these technologies.
The challenge lies in accurately estimating the data center supply deficit due to uncertainties around demand, innovations in efficiency, and limited knowledge of expansion plans across the industry.
Even if all existing expansion plans are executed on schedule, the U.S. may face a supply deficit of more than 15 GW by 2030, driven primarily by the surge in AI workloads.
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