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[SITUATION] · [ACTIVE]
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.
- [○ 1 SOURCE] U.S. installed data‑centre capacity is forecast to reach 118 GW by 2030. (BloombergNEF forecast)
- [○ 1 SOURCE] U.S. installed data‑centre capacity is forecast to reach 194 GW by 2035. (BloombergNEF forecast)
- [○ 1 SOURCE] U.S. data‑centre server electricity consumption could reach 818 billion kWh by 2050. (U.S. Energy Information Administration Annual Energy Outlook 2026)
- [○ 1 SOURCE] Data‑centre construction added roughly $60 billion to U.S. GDP in 2025. (Apollo Academy/Goldman Sachs analysis cited by Data Center Knowledge)
- [○ 1 SOURCE] Global IT spending is projected to reach $6.37 trillion in 2026, with data‑centre systems leading growth. (Gartner forecast)
- [○ 1 SOURCE] India’s AI‑focused data‑centre capacity is expected to reach 6.5 GW by 2030. (Brookfield Asset Management projection)
- [○ 1 SOURCE] Building India’s AI data‑centre capacity could require $350‑435 billion of investment by 2030. (OmniScience Capital report)
- [○ 1 SOURCE] Over 5,500 U.S. data centres, many powered by natural‑gas and coal, emit particulate matter linked to health impacts. (Environmental study cited by EESI)
Timeline
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2 days ago
[TECHNOLOGY] 2 sourcesOptical Interconnect Industry Forecast Projects $11.28B Market by 2033The 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
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3 days ago
[TECHNOLOGY] 12 sourcesData Center Boom Powers Massive Investment, Energy Use and Health RisksData 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.
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4 days ago
[TECHNOLOGY] 3 sourcesGlobal Optical Switches and Data Centre Battery Markets Set to Reach $20.6B, $10.5B by 2035Optical 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.
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12 days ago
[TECHNOLOGY] 4 sourcesData Center Growth Fuels Policy Push in Washington and Expansion Across Asia‑PacificWashington 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.
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15 days ago
[TECHNOLOGY] 4 sourcesGlobal Data Center Market Set for Rapid ExpansionData‑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.
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18 days ago
[BUSINESS] 3 sourcesModular Data Center Market Projected to Reach $130 Billion by 2033Modular 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.
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22 days ago
[BUSINESS] 3 sourcesGlobal Data Center Networking Market Projected to Reach $139 B by 2031MarketsandMarkets 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
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30 days ago
[BUSINESS] 2 sourcesData Center Certification Market to Reach $3.05 bn by 2032 as Italian Alternative Lending Expands to $2.9 bnData‑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.
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about 1 month ago
[BUSINESS] 2 sourcesGlobal Air-Cooled Heat Exchanger and District Heating Markets Projected to Reach $8.6B and $365B by 2033The 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.
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about 2 months ago
[BUSINESS] 2 sourcesUS Data Center Cooling Market Projected to $14.7B by 2035, Global Liquid Cooling to $29.5B by 2033US 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.
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about 2 months ago
[TECHNOLOGY] 5 sourcesGlobal Tech Markets Forecast Billions in Growth for Analytics, UAVs, Humanoid Robots and Container SecurityForecasts 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.
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about 2 months ago
[BUSINESS] 2 sourcesPersonal Finance Software Market Projected to Reach $5.5B by 2035Global 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.
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about 2 months ago
[BUSINESS] 2 sourcesGlobal Cloud Backup and ESG Advisory Markets Forecasted to Reach $123B and $22B by 2035Global 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.
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about 2 months ago
[BUSINESS] 2 sourcesGlobal Managed DNS and Digital Marketing Services Markets Set for Multi‑Billion Growth by 2035Managed DNS services are projected to hit $2.28 bn and digital marketing services $400 bn by 2035, driven by rapid ICT adoption worldwide.
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about 2 months ago
[TECHNOLOGY] 3 sourcesGlobal Cloud Market Surpasses $500B as AI Fuels Enterprise TransformationThe cloud market reached $500 bn in 2026, powered by AI demand, while enterprises adopt SAP S/4HANA Public Cloud for agile, real‑time operations.
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about 2 months ago
[BUSINESS] 5 sourcesDigital Identity Verification Market to Surpass $29 Billion by 2030Juniper 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
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2 months ago
[BUSINESS] 2 sourcesUS Healthcare Simulation Market Grows as Colleges Gain Funding for Immersive TrainingUS 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.
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2 months ago
[BUSINESS] 9 sourcesCognito Forms Emphasizes Remote‑Work Strategies, Data Privacy and HR Market GrowthCognito 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.
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2 months ago
[BUSINESS] 2 sourcesVertical farming market projected to reach $13.7 B by 2029Vertical farming valued at $5.6 B in 2024, forecast to hit $13.7 B by 2029, driven by hardware and North American firms.
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2 months ago
[BUSINESS] 2 sourcesGlobal Data Integration and Preparation Tools Markets Forecast Strong Growth to 2030Data integration and preparation tools markets set to more than double by 2030, fueled by AI, cloud and digital transformation.
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2 months ago
[BUSINESS] 2 sourcesEnterprise Content Management and eDiscovery Markets Forecast Rapid GrowthECM and eDiscovery markets are projected to surge, reaching $110 bn and $28 bn respectively by early 2030s.
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3 months ago
[BUSINESS] 2 sourcesMining and Haulage Sectors Deploy Digital Fuel Management to Cut TheftDigital fuel monitoring cuts theft by up to 30% in mining and haulage, improving efficiency and cutting costs.
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3 months ago
[BUSINESS] 2 sourcesTrauma Simulation Market Projected to Reach $0.73 B by 2030Trauma simulation market set to hit $0.73 B by 2030, driven by VR/AR tech and growing emergency‑training demand.
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3 months ago
[BUSINESS] 2 sourcesGlobal DRaaS Market to Reach $46 B by 2032 as US Data‑Center Transformers Grow to $154 MDRaaS market set for $46 B by 2032; U.S. data‑center solid‑state transformer market eyes $154 M by 2030.
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3 months ago
[BUSINESS] 2 sourcesMining Automation Market Projected to Near $10 B by 2030Mining automation market set to grow to $9.9 B by 2030 as AI fleet optimisation and electrified equipment become mainstream.
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3 months ago
[TECHNOLOGY] 2 sourcesGlobal Cybersecurity and Predictive Maintenance Markets Set for Multi‑Billion Growth by 2031MDR and predictive maintenance markets are forecast to grow to $19 bn and $23.8 bn by 2031, driven by AI and cloud adoption.
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3 months ago
[BUSINESS] 2 sourcesGlobal SaaS Management Market Projected to Reach $9.37 B by 2030SaaS management market set to double to $9.37 B by 2030, fueled by enterprise cloud growth and AI‑driven governance.
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3 months ago
[BUSINESS] 2 sourcesDeveloper‑First SaaS Booms as Industry Faces a Pricing‑Driven ShakeoutDeveloper‑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