AI Drives $6.7 Trillion Investment in Data Centers by 2030

McKinsey · July 29, 2025 · ✓ verified

McKinsey has announced a detailed analysis and outlook on the rapid growth and investment needs of data centers driven by AI workloads.

  • $6.7 trillion global investment in data centers is projected by 2030, with 70% driven by AI workloads; AI-ready data centers require new infrastructure including power, cooling, and electrical systems.
  • Regional challenges include power supply constraints in the US and Europe, labor shortages, and sustainability demands; opportunities exist for investors, real estate firms, and telecom operators to support data center expansion and clean energy integration.
Keep reading
Webinar: Canada's Cloud Sovereignty—Where Should the Lines Fall? Information Technology and Innovation Foundation · Jun 09 EU urged to adopt binding data-center energy standards now European Council on Foreign Relations · Jun 05 Transmission & Interconnection Summit 2026 focuses on grid planning Troutman Pepper Locke · Jun 04 Google and Intersect build Meitner Energy Center in Texas Google · Jun 04
Telborg · US Data Centers
Track the US data-center buildout — every day.

Real-time verified news and daily AI-written briefings, built from primary sources — power, grid, permits, land, financing. Start free.

Get Telborg Pro · $189/mo Get the daily briefing — free →