AI Drives $6.7 Trillion Investment in Data Centers by 2030

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.
McKinsey · July 29, 2025