글로벌 데이터센터 전력, 냉각 및 에너지 저장 시장

Dublin, Nov. 09, 2026 (GLOBE NEWSWIRE) -- "Data Center Power, Cooling and Energy Storage: Global Market 2027-2037" has been added to ResearchAndMarkets.com's offering.

Data Center Energy Infrastructure Market Analysis and Forecasts Through 2037

The report examines the transformation of the data center into an energy facility, driven by rapid AI infrastructure expansion, rising accelerator power requirements and soaring rack densities. Using a bottom-up model, it analyzes the complete physical infrastructure stack between the electricity grid and the semiconductor die - including grid interconnection, onsite and backup generation, low-voltage and 800 VDC distribution, uninterruptible power supplies, rack power conversion, energy storage, cooling and thermal management.

Revenue forecasts cover 17 data center equipment segments across six regions and four data center types from 2025 to 2037. Bear, base and bull scenarios provide insight into potential market outcomes, with analysis current to October 2026. The research also evaluates technology transitions, regional investment patterns, supply chain constraints, sustainability requirements and regulatory developments shaping the global data center power, energy storage and cooling markets.

Key areas covered in the report include:

Executive analysis: Market sizing and forecasts by equipment segment and region, industry drivers and restraints, power conversion trends, storage and cooling transitions, the competitive landscape, and strategic predictions for 2027-2037.

Data center market context: Data center typologies, infrastructure profiles, installed capacity, regional footprints and hyperscaler and AI-lab capital expenditure. Coverage includes gigawatt campuses, accelerator thermal design power, rack-density roadmaps, synchronous AI load behavior, capacity requirements and electricity demand forecasts.

Power demand, grid constraints and energy sourcing: Electricity consumption projections, grid interconnection queues, transmission limitations, transformer and switchgear bottlenecks, capacity markets, tariffs, energy procurement strategies, demand flexibility and power-first site selection.

Onsite, behind-the-meter and backup generation: Assessment of onsite power architectures, diesel gensets, gas turbines, reciprocating engines, fuel cells and mobile or bridge power. The report also analyzes nuclear restarts, SMRs, microreactors, fusion, geothermal, solar-plus-storage, hydrogen and carbon capture, supported by levelized cost comparisons and market forecasts.

Electrical distribution and power conversion: Detailed analysis of the grid-to-GPU power chain, including MV/HV connections, LV distribution, UPS systems, rack power conversion, 800 VDC and +/-400 VDC distribution, solid-state transformers, board-level power delivery, power semiconductors and electrical power management systems.

Data center energy storage: Coverage of UPS and static batteries, rack-level BBUs, supercapacitors and sidecars, as well as grid-interactive and behind-the-meter BESS. Long-duration storage, thermal storage, battery chemistry comparisons, supply chain dynamics and 2027-2037 forecasts are also included.

Cooling and thermal management: Evaluation of increasing heat loads and evolving facility architectures, including air cooling, rear-door heat exchangers, direct-to-chip liquid cooling, coolant distribution units, immersion cooling, heat rejection and heat reuse. The analysis extends to chip and package-level thermal technologies, emerging solutions, market participants and revenue forecasts.

Integrated infrastructure and market strategy: Analysis of integrated power, storage and cooling architectures alongside sustainability, regulation, procurement and supply chain developments. Global forecasts are segmented by technology, region and data center type, with physical-unit metrics and scenario-based projections for 2027-2037.

The report provides a comprehensive view of the technologies and suppliers supporting next-generation AI data centers. Its competitive assessment includes profiles of 262 companies active across power generation, electrical distribution, power conversion, energy storage, cooling and thermal management. An appendix details the research scope, methodology and glossary, supporting strategic planning, technology evaluation, investment analysis and market entry decisions across the global data center energy infrastructure value chain.

Key Topics Covered:

1 EXECUTIVE SUMMARY

1.1 The Data Center Has Become an Energy Facility

1.2 Market Size and Forecast

1.3 Market by Segment

1.4 Market by Region

1.5 Key Market Drivers and Restraints

1.6 Technology Transitions at a Glance

1.7 Power: From Grid Customer to Power Producer

1.8 Energy Storage: From Backup to Grid Asset

1.9 Cooling: The Shift to Liquid

1.10 Competitive Landscape Summary

1.11 Future Markets View: Predictions for 2027-2037

2 DATA CENTER MARKET CONTEXT: CAPACITY, AI BUILD-OUT AND RACK DENSITY

2.1 Data Center Typology and Infrastructure Profiles

2.2 Global Installed Capacity and Regional Footprint

2.3 Hyperscaler and AI-Lab Capital Expenditure

2.4 Flagship Gigawatt Campuses and How They Are Powered

2.5 Accelerator TDP and Rack-Density Roadmap

2.6 Synchronous AI Load Behaviour and Its Consequences

2.7 Facility Cost Structure and Equipment Content per Megawatt

2.8 How AI Reshapes the Power-Cooling-Storage Stack

2.9 Forecast of Capacity, Electricity and Rack Density 2025-2037

3 POWER DEMAND, GRID CONSTRAINTS AND ENERGY SOURCING

3.1 Electricity Demand Outlook

3.2 Data Centers' Share of National and Regional Electricity

3.3 Interconnection Queues and Lead Times

3.4 Transmission, Transformer and Switchgear Bottlenecks

3.5 Capacity Markets, Tariffs and Large-Load Rules

3.6 Energy Procurement Strategies

3.7 Demand Flexibility and Grid-Interactive Data Centers

3.8 Power-First Siting and Bring-Your-Own-Power