Coface科法斯：2025年人工智能时代的数据中心：千亿美元豪赌的利害关系、限制和风险报告（英文版）

it, or is it growing too much, too fast? Unlike past digital waves that rode exponential advances in semiconductor performance and compounding network effects, data centers are constrained by land and water, specialized labor and equipment as well as power and grid capacity. Global capacities are expected to reach about 230 GW by 2030 - a 2.3x increase from 2024, the equivalent of 5% of today’s global power generation capacity and enough to use as much electricity as the world’s fourth-la