BCG波士顿咨询：2026年通过网格正向数据中心驱动人工智能报告（英文版）

The contest for leadership in AI is also a contest to build and power the data centers behind it,with the economies that host that compute capturing significant value and a measure of technological sovereignty.Global compute capacity is expected to more than double by 2030, and securing a share means connecting data centers at an unprecedented scale and speed – with connection queues in many markets now running five to ten years. Power has become a decisive constraint on where data centers ar