1、 2025 Boston Consulting Group1Global demand for computing power is surging,and leading data center players are readying amassive deployment of capital$1.8 trillion from 2024 to 2030to meet the need.This rapidexpansion reflects a growing bet on data-intensive technologies,from traditional enterprisew

2、orkloads to GenAI applications.Breaking Barriers to DataCenter GrowthJANUARY 20,2025 By Vivian Lee,Pattabi Seshadri,Clark ONiell,Archit Choudhary,BradenHolstege,and Stefan A.DeutscherREADING TIME:15 MIN 2025 Boston Consulting Group2Several significant barriers,however,could slow the industrys develo

3、pment.Among the mostpressing of these are power infrastructure bottlenecks,supply chain constraints,community concernsover resource use,and the growing environmental impact of data centers.With a focus on actionablesolutions,we outline a set of strategies that operators and ecosystem stakeholders ca

4、n adopt tonavigate these complexities and capture the opportunities ahead.Rapid Growth AheadAlthough its clear that the data center sector is experiencing rapid growth,the mix of forces drivingthat expansion is less well understood.Our work,leveraging BCGs proprietary Global Data CenterModel,sheds l

5、ight on the forces underpinning demand for data centers,the unprecedented levels ofcapital investment underway,and the global dynamics shaping this emerging industry.Data center computing demand is surging.We expect global demand for data center power togrow at approximately 16%on a compound annual

6、basis from 2023 to 202833%faster growththan from 2020 to 2023reaching about 130 GW by 2028.GenAIs role in the growing thirst forcomputing power garners the most attention today,but the reality is more complex.(See Exhibit 1.)Traditional enterprise workloadsnon-AI applications such as file storage an