Summary: Tech giants like Amazon, Microsoft, Google and Meta are pouring hundreds of billions of dollars into massive data centers across the United States, fueling an infrastructure boom that's powering AI innovation — and raising fears of a bubble built on recycled investments. Summary: Tech giants like Amazon, Microsoft, Google and Meta are pouring hundreds of billions of dollars into massive data centers across the United States, fueling an infrastructure boom that's powering AI innovation — and raising fears of a bubble built on recycled investments. This article is a collaborative effort by Maria Goodpaster, Mark Patel, Pankaj Sachdeva, and Shih-Yung Huang, with Haley Chang and Wendy Yu, representing views from McKinsey's Industrials and Technology, Media & Telecommunications Practices. In this article, we use “equipment” to mean the full set. Big Tech's race to build AI infrastructure — led by Amazon, Microsoft, Google and Meta — is fueling an economic boom and an energy crisis at the same time. The global data center sector will likely expand at a 14% CAGR through 2030, which will require energy innovations to alleviate grid constraints. Hyperscalers will remain a key driver of sector growth. “Global data center capacity demand could rise from 60 GW in 2023 to 219 GW by 2030 in a midrange scenario, with potential peaks up to 298 GW. ” These are staggering numbers, and it should come as no surprise that driving this growth is the insatiable demand for AI-ready infrastructure, capable of. Industrial Data Centers (IDC) are the scalable solution manufacturers need to store and share data securely and consistently across the enterprise. It can seem as though all Industrial Data Centers are the same, but the real differentiator is the partner you choose to help manage and support your. A person works at the Microsoft data center campus, currently under construction, after Microsoft's Vice Chair and President Brad Smith announced a plan to spend $4 billion on an additional artificial intelligence data center, in Mount Pleasant, Wisconsin, U.