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[TECHNOLOGY] · Japan, France · 6 sources

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Part of situation: AI infrastructure expansion faces capacity and social limits (77 clusters)

Data center infrastructure market expands amid AI growth and energy challenges

data center infrastructure artificial intelligence TOR switches power systems energy consumption

The global data center infrastructure market is experiencing significant growth driven by the expansion of artificial intelligence, cloud computing, and high-performance computing. The market for Top-of-Rack (TOR) switches is projected to grow from $4.49 billion in 2025 to $12.68 billion by 2032, representing a compound annual growth rate (CAGR) of 15.9%. Similarly, the data center power system market is expected to rise from approximately $7.9 billion in 2025 to $21.77 billion by 2032, with a CAGR of 14.3%.

This rapid industrial densification brings new challenges. Data centers are facing increased pressure on energy chains, with a rising number of documented electrical incidents and fires. The shift toward AI-driven workloads requires high-bandwidth, low-latency networking and advanced power solutions, such as high-voltage DC distribution and distributed energy storage.

While the energy consumption of AI data centers raises climate concerns, experts suggest the technology can also serve as a tool for environmental optimization. AI can improve the management of renewable energy grids by predicting weather patterns and optimizing electricity usage, potentially saving 13.5 exajoules of energy by 2035.

Entities

Broadcom · Cisco · Energy Incident Register · International Energy Agency · Nvidia · Schneider Electric · United Nations · Uptime Institute

Claims

What the coverage asserts, and how many sources carry each claim.

  • [○ 1 SOURCE] Uninterruptible Power Supply (UPS) and battery rooms were the most frequent source of identified equipment failure. dcmag.fr
  • [○ 1 SOURCE] Large-scale deployment of AI in transport, industry, and buildings could save 13.5 exajoules of energy by 2035. www.notretemps.com
  • [○ 1 SOURCE] 91 electrical system incidents were recorded in data centers between 2010 and 2026. dcmag.fr
  • [○ 1 SOURCE] 52 of the 91 recorded incidents were classified as fires or thermal events. dcmag.fr
  • [○ 1 SOURCE] 45 of the 91 recorded incidents occurred from 2024 onwards. dcmag.fr

Sources

「データセンター用TORスイッチの世界市場」（～2030年までの市場規模予測）資料を発行、年平均15.9%で成長する見込み [www.the-miyanichi.co.jp]
Incendies et pannes électriques : la chaîne énergétique des data centers sous pression [dcmag.fr]
データセンター電源システムマーケットリサーチ：調査方法＋業界分析＋売上規模、CAGR 14. 3%の安定成長 [mimemo.io]
L’IA engloutit de l’énergie, elle pourrait aussi nous aider à sauver le climat [lesinguliersete.fr]
Derrière l'empreinte carbone de l'IA, un possible outil pour le climat [www.linfodurable.fr]
Derrière l'empreinte carbone de l'IA, un possible outil pour le climat [www.notretemps.com]