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How AI is fueling data center demand

Five Fifty

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Five Fifty
Five Fifty
Image description. An image of a 5-by-5 grid of tall, glowing cubes, which represent data centers. Electric-blue currents converge on these data centers, representing the influx of power they require. End of image description.

The rise in AI workloads could propel about 70 percent of global demand for data center capacity. To handle these loads, data centers will need more than $5 trillion in capital expenditures, say McKinsey’s Jesse Noffsinger, Mark Patel, and Pankaj Sachdeva and their coauthors. To learn more about how companies can manage these workloads while sticking to their sustainability goals, check out the latest edition of the Five Fifty.
Image description: A stacked area chart shows the estimated global demand for data center capacity in a midrange scenario. In this scenario, demand from AI workloads could increase by 3.5 times by 2030. End of image description.

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by "McKinsey Quarterly Five Fifty" <publishing@email.mckinsey.com> - 05:01 - 25 Jun 2025