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PUBLISHER: TrendForce | PRODUCT CODE: 1774042

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PUBLISHER: TrendForce | PRODUCT CODE: 1774042

2025 Global Cloud Data Center Expansion; Supply Chain Trends

PUBLISHED:
PAGES: 10 Pages
DELIVERY TIME: 1-2 business days
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PDF (Corporate License)
USD 2000

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Overview

Cloud data center expansions drive upgrades in power and cooling supply chains. BBU lithium batteries and liquid cooling are key trends, offering growth opportunities for related suppliers.

Key Highlights:

  • Cloud providers expand data centers, upgrading power and cooling technology
  • BBU lithium batteries, with higher efficiency and lifespan, gradually replace traditional UPS backup systems
  • Major providers like Meta, AWS, Google, plus Tier-2 data centers adopt BBU
  • Liquid cooling becomes a core feature in new AI data centers, supporting advanced thermal management
  • Suppliers like Delta, LiteOn (power) and Cooler Master, AVC (thermal) benefit from rising demand
  • Liquid cooling facilities and key components advance in design, driving industry tech progress
Product Code: TRi-0079

Table of Contents

1. Introduction

  • YoY Growth Rate of Combined CAPEX of Major Global CSPs
  • North American Hyper CSPs Are Expected to Primary Consumers of GB Rack Solutions

2. US Cloud Providers Will Focus on Expanding Data Centers in North America, Europe, and APAC; Their Data Centers Are Expected to Come Online During 2025-2027

  • US Cloud Providers Continue Their Global Data Center Expansions

3. Chinese CSPs Relatively Confined to Asia-Pacific for Expansions Due to Geopolitics; Telecom Operators Supported by Local Policies in Establishing Data Centers

4. CSPs' Expansions in Data Centers to Stimulate Development Opportunities for Corresponding Supply Chains

  • Comparison between UPS and BBU Systems
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