DCPI Revenue to Hit $120 Billion by 2030 as AI Buildout Adds Nearly 200 GW
Updated
Updated · delloro.com · Aug 19
DCPI Revenue to Hit $120 Billion by 2030 as AI Buildout Adds Nearly 200 GW
1 articles · Updated · delloro.com · Aug 19
Summary
$120 billion in worldwide DCPI manufacturer revenue is projected for 2030, with the market growing at a 22% CAGR from 2025 as AI-driven data center expansion becomes the sector’s baseline.
Nearly 200 GW of data center capacity is expected to be added through 2030, with annual additions peaking in 2026 and then moderating while still staying in double-digit growth territory.
Thermal management is forecast to lead segment growth, with liquid cooling becoming essential for denser racks and water-cooled chillers outpacing air-cooled units on scalability.
North America is set to lead capacity additions, followed by China, while hyperscalers and colocation providers anchor demand and AI-specialized cloud operators emerge as one of the fastest-growing customer groups.
Delivery constraints now pose the main risk: equipment lead times, construction labor, grid interconnection, permitting and community opposition are slowing projects, with EMEA revised down and a statewide data center moratorium already in force.