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28 clusters · 57 sources · 83 days · First seen · Last updated

Categories: TECHNOLOGY · BUSINESS

Data centre expansion, energy & optical market

Entities: BloombergNEF · Gartner · Active Optical Cable (AOC) Market · Business Market Insights · Silicon Photonics

Overview

Washington state’s 2026 one‑year freeze on new data‑centre projects (Council Bill 121214) and mandated impact study continue amid a global surge in AI‑driven demand. U.S. installed data‑centre capacity is projected by Bloomberg NEF to reach 118 GW by 2030 and 194 GW by 2035, with a 101 GW pipeline added since late 2025. The U.S. Energy Information Administration warns electricity use could climb to 818 billion kWh by 2050, lifting the sector’s share of commercial power from roughly 7 % today to as much as 33 %. New U.S. projects contributed about $60 billion to GDP in 2025 (≈2.3 % of construction spending) and Gartner forecasts worldwide IT spending of $6.37 trillion in 2026, led by data‑centre systems and infrastructure‑as‑a‑service.

In India, AI‑focused capacity is expected to quadruple to 6.5 GW by 2030, backed by Brookfield’s $11 billion joint venture with Reliance and Digital Realty, with cumulative investment of $350‑435 billion and annual electricity demand of 150‑170 TWh. Over 5,500 U.S. facilities, many powered by natural‑gas or coal plants, emit particulate matter linked to premature deaths and water‑quality impacts.

The optical‑interconnect market is also expanding. A new study predicts the Active Optical Cable market will grow from $4.80 billion in 2025 to $11.28 billion by 2033 (≈11.3 % CAGR), driven by high‑speed data‑centre and cloud deployments, AI workloads, 5G roll‑outs and the shift to 400‑800 Gbps Ethernet. Manufacturers are scaling production with automated fiber alignment and low‑power ICs, while advances in silicon photonics raise demand for high‑precision optical probing to support co‑packaged optics and photonic‑integrated circuits in next‑generation AI data centres.

Claims

What the coverage asserts, and how well corroborated each claim is across sources.

Timeline

  1. 2 days ago

    [TECHNOLOGY] 2 sources
    Optical Interconnect Industry Forecast Projects $11.28B Market by 2033

    The Active Optical Cable market is projected to reach $11.28 bn by 2033, fueled by AI‑driven data‑center upgrades, while silicon‑photonic probing advances seek repeatable precision for high‑volume manufacturing

  2. 3 days ago

    [TECHNOLOGY] 12 sources
    Data Center Boom Powers Massive Investment, Energy Use and Health Risks

    Data centre growth drives billions in U.S. investment, a projected 818 billion kWh electricity use by 2050, and $6.5 GW AI capacity in India, while raising health and environmental concerns.

  3. 4 days ago

    [TECHNOLOGY] 3 sources
    Global Optical Switches and Data Centre Battery Markets Set to Reach $20.6B, $10.5B by 2035

    Optical switches market to hit $20.6 B and data‑centre battery market $10.5 B by 2035, driven by AI, cloud growth and renewable integration.

  4. 12 days ago

    [TECHNOLOGY] 4 sources
    Data Center Growth Fuels Policy Push in Washington and Expansion Across Asia‑Pacific

    Washington enacts new data‑center regulations as the Asia‑Pacific market adds 1.5 GW of capacity in H2 2025, with China leading and vacancy rates dropping.

  5. 15 days ago

    [TECHNOLOGY] 4 sources
    Global Data Center Market Set for Rapid Expansion

    Data‑center construction and hyperscale markets are forecast to more than double by 2030‑34, spurred by AI, cloud and high‑performance computing demand, with strong growth in hardware and greenfield projects.

  6. 18 days ago

    [BUSINESS] 3 sources
    Modular Data Center Market Projected to Reach $130 Billion by 2033

    Modular data centers are forecast to hit $130 B by 2033 (CAGR 14.9%) and enterprise servers $175 B by 2032 (CAGR 7.1%), driven by edge computing, AI, 5G and sustainability trends.

  7. 22 days ago

    [BUSINESS] 3 sources
    Global Data Center Networking Market Projected to Reach $139 B by 2031

    MarketsandMarkets projects the Data Center Networking market to hit $139 B by 2031 (16.5% CAGR) and the Data Center Transformation market to reach $18.9 B by 2028 (10.5% CAGR), driven by AI, cloud, edge, and 5G

  8. 30 days ago

    [BUSINESS] 2 sources
    Data Center Certification Market to Reach $3.05 bn by 2032 as Italian Alternative Lending Expands to $2.9 bn

    Data‑center certification is forecast to hit $3.05 bn by 2032, while Italy’s alternative‑lending market is set to reach $2.91 bn by 2026, driven by AI, cloud growth and new credit regulations.

  9. about 1 month ago

    [BUSINESS] 2 sources
    Global Air-Cooled Heat Exchanger and District Heating Markets Projected to Reach $8.6B and $365B by 2033

    The air‑cooled heat exchanger market is forecast to hit $8.6 bn by 2033 (CAGR 6.66%) and the district‑heating market $365 bn (CAGR 6.38%), driven by water‑saving, efficiency and renewable‑heat technologies.

  10. about 2 months ago

    [BUSINESS] 2 sources
    US Data Center Cooling Market Projected to $14.7B by 2035, Global Liquid Cooling to $29.5B by 2033

    US data‑center cooling market to hit $14.7B by 2035 (CAGR 10.5%); global liquid‑cooling market to reach $29.5B by 2033 (CAGR 20.1%) as AI and high‑density workloads drive demand.

  11. about 2 months ago

    [TECHNOLOGY] 5 sources
    Global Tech Markets Forecast Billions in Growth for Analytics, UAVs, Humanoid Robots and Container Security

    Forecasts show the business analytics market could reach $135.6 bn by 2035, hybrid UAVs $5.6 bn by 2034, humanoid robots $40.5 bn by 2033, and container security $23.2 bn by 2035, all on double‑digit CAGR.

  12. about 2 months ago

    [BUSINESS] 2 sources
    Personal Finance Software Market Projected to Reach $5.5B by 2035

    Global personal finance software market valued at $2.55 B in 2024 is forecast to hit $5.5 B by 2035 (CAGR 7.2%), driven by fintech growth and AI tools, but facing privacy and security challenges.

  13. about 2 months ago

    [BUSINESS] 2 sources
    Global Cloud Backup and ESG Advisory Markets Forecasted to Reach $123B and $22B by 2035

    Global cloud backup software market slated to hit ~$123 billion by 2035, while ESG advisory services are projected at $22 billion, both driven by digital transformation.

  14. about 2 months ago

    [BUSINESS] 2 sources
    Global Managed DNS and Digital Marketing Services Markets Set for Multi‑Billion Growth by 2035

    Managed DNS services are projected to hit $2.28 bn and digital marketing services $400 bn by 2035, driven by rapid ICT adoption worldwide.

  15. about 2 months ago

    [TECHNOLOGY] 3 sources
    Global Cloud Market Surpasses $500B as AI Fuels Enterprise Transformation

    The cloud market reached $500 bn in 2026, powered by AI demand, while enterprises adopt SAP S/4HANA Public Cloud for agile, real‑time operations.

  16. about 2 months ago

    [BUSINESS] 5 sources
    Digital Identity Verification Market to Surpass $29 Billion by 2030

    Juniper Research predicts digital identity verification spending will exceed $29 B by 2030, driven by tighter regulations and demand from e‑commerce, gig‑economy and digital platforms. Leading vendors are Lexis

  17. 2 months ago

    [BUSINESS] 2 sources
    US Healthcare Simulation Market Grows as Colleges Gain Funding for Immersive Training

    US healthcare simulation market expands with AI and VR tools, while a Minnesota college secures federal funding for an immersive birthing simulator, showcasing new training capabilities.

  18. 2 months ago

    [BUSINESS] 9 sources
    Cognito Forms Emphasizes Remote‑Work Strategies, Data Privacy and HR Market Growth

    Cognito Forms advises on office‑return plans, digital HR tools, privacy compliance, forecasts a $32 bn HR planning market by 2035, and promotes its advanced form‑builder.

  19. 2 months ago

    [BUSINESS] 2 sources
    Vertical farming market projected to reach $13.7 B by 2029

    Vertical farming valued at $5.6 B in 2024, forecast to hit $13.7 B by 2029, driven by hardware and North American firms.

  20. 2 months ago

    [BUSINESS] 2 sources
    Global Data Integration and Preparation Tools Markets Forecast Strong Growth to 2030

    Data integration and preparation tools markets set to more than double by 2030, fueled by AI, cloud and digital transformation.

  21. 2 months ago

    [BUSINESS] 2 sources
    Enterprise Content Management and eDiscovery Markets Forecast Rapid Growth

    ECM and eDiscovery markets are projected to surge, reaching $110 bn and $28 bn respectively by early 2030s.

  22. 3 months ago

    [BUSINESS] 2 sources
    Mining and Haulage Sectors Deploy Digital Fuel Management to Cut Theft

    Digital fuel monitoring cuts theft by up to 30% in mining and haulage, improving efficiency and cutting costs.

  23. 3 months ago

    [BUSINESS] 2 sources
    Trauma Simulation Market Projected to Reach $0.73 B by 2030

    Trauma simulation market set to hit $0.73 B by 2030, driven by VR/AR tech and growing emergency‑training demand.

  24. 3 months ago

    [BUSINESS] 2 sources
    Global DRaaS Market to Reach $46 B by 2032 as US Data‑Center Transformers Grow to $154 M

    DRaaS market set for $46 B by 2032; U.S. data‑center solid‑state transformer market eyes $154 M by 2030.

  25. 3 months ago

    [BUSINESS] 2 sources
    Mining Automation Market Projected to Near $10 B by 2030

    Mining automation market set to grow to $9.9 B by 2030 as AI fleet optimisation and electrified equipment become mainstream.

  26. 3 months ago

    [TECHNOLOGY] 2 sources
    Global Cybersecurity and Predictive Maintenance Markets Set for Multi‑Billion Growth by 2031

    MDR and predictive maintenance markets are forecast to grow to $19 bn and $23.8 bn by 2031, driven by AI and cloud adoption.

  27. 3 months ago

    [BUSINESS] 2 sources
    Global SaaS Management Market Projected to Reach $9.37 B by 2030

    SaaS management market set to double to $9.37 B by 2030, fueled by enterprise cloud growth and AI‑driven governance.

  28. 3 months ago

    [BUSINESS] 2 sources
    Developer‑First SaaS Booms as Industry Faces a Pricing‑Driven Shakeout

    Developer‑first SaaS surges with AI tools and $2B ARR firms, while analysts say pricing, not a crisis, drives a SaaS shakeout.

Sources

199it.com · 3cm.com.mx · 97rockonline.com · about.bnef.com · aijourn.com · aktivarum.se · aleksandrhovhannisyan.com · asosocial.org · autostart.hu · avkin.com · bestmag.co.uk · briefingwire.com · BriefingWire.com · businessupturn.com · californianewswire.com · citizen-nantes.com · consecti.org.br · constellationr.com · coworxstaffing.com · cryptobriefing.com · dailyguardian.ca · daventryexpress.co.uk · drummondhiking.com · edrm.net · electricaltechnology.org · evere.co · familywise.com · farmonaut.com · finanznachrichten · fortuneo.fr · go-globe.com · ictbusiness.biz · iliveupstairs.com · it-boltwise.de · it-online.co.za · marketsandmarketsblog.com · morungexpress.com · newprivatemarkets.com · newsable.asianetnews.com · pentecostaltheology.org · programminginsider.com · rakenapp.com · reportsnreports.com · rock967online.com · saasmag.com · semiwiki.com · sgsme.sg · siteselection.com

This summary has been updated 2 times: see revision history