数据中心用水：市场趋势和预测 (2023-2030)

本报告研究了数据中心的用水情况，并提供了 2023 年至 2030 年资本支出 (CAPEX) 和运营支出 (OPEX) 的预测。

目标公司

内容

第一章

• 数据中心格局的定义
• 数据中心需求增加
• 数据中心的能源使用正在向超大规模发展
• 维护数据中心枢纽的政策
• 为中间市场公司资助新的数据中心以推动稳定
• 在缺水地区扩展数据中心
• 按地区划分的全球数据中心密度
• 数据中心使用水进行冷却
• 主要的新数据中心设施

第二章市场展望

• 预测方法
• 数据中心设施的资本支出/运营支出明细
• 同比耗水量：按地区
• 按数据中心类型划分的用水量
• 全球数据中心水资源管理支出
• 按投入类别划分的全球数据中心用水支出
• 美国主要数据中心市场
• 该协议增加了欧洲绿色数据中心的用水支出和使用量
• 各种指标都会影响水务公司的机会
• 数据中心用水摘要：按国家/地区分类

第 3 章新机遇

• 设定水资源目标以提高运营效率
• 由于 ESG 举措的推广，效率优化项目有所增加
• 案例研究：微软 - 昆西工业再利用设施（2021 年）
• 案例研究：Microsoft - 亚利桑那州市政废水系统（2023 年）
• 案例研究：Facebook - 新墨西哥州 Los Lunas 数据中心（2016 年）

Scaling demand for cloud-based data and service offerings-shaped by machine learning, cryptocurrency, and Internet of Things (IoT) devices-are growing in number and size, globally. The transition from on-site server rooms to million-square-foot, third-party facilities, better known as hyperscale data centers, presents widespread implications for water demand, water management solutions, and local authorities.

As larger, hyperscale data centers are built to keep pace with demand, their water demands are stretching the limits of local power and water infrastructure. A single data center can use millions of gallons per day, primarily for cooling. Hyperscale data centers, currently estimated at 728 facilities globally are expected to reach over 1,000 by the end of 2024. The proliferation of hyperscale data center facilities presents an opportunity for water management solution providers, particularly as their deployment expands into new and water-stressed geographies.

Bluefield's forecast methodology considers a variety of key market and macroeconomic variables, including data center trends, inflationary pressures, facility-level usage, and policy incentives.

This report lays out Bluefield's 2023-2030 forecast for capital expenditures (CAPEX) and operating expenditures (OPEX). The forecast focuses on water usage, geographic differences, and key opportunities.

Report + Data Option:

Data is a key component to this data center market analysis. Our team has compiled relevant data dashboards available as an add on purchase option.

Companies Mentioned:

Table of Contents

Section 1:

• Defining the Data Center Landscape
• Data Center Demand Heightens
• Data Center Energy Usage Shifts toward Hyperscale
• Policy to Maintain Data Center Hubs
• Funding New Data Centers for Mid-Market Companies Drives Stability
• Data Centers Expand in Areas of Water Stress
• Global Data Center Density by Geography
• Data Centers Utilize Water for Cooling
• Key New Data Center Facilities

Section 2: Market Outlook

• Forecast Methodology
• Data Center Facility CAPEX/OPEX Breakdown
• Year-over-Year Water Usage by Region
• Water Usage by Data Center Type
• Global Water Management Spending for Data Centers
• Global Water Spend for Data Centers by Input Category
• U.S. Leading Market for Data Centers
• Pact Drives Water Spend and Usage for Greener Data Centers in Europe
• A Variety of Metrics Influence Opportunity for Water Providers
• Water for Data Centers Overview by Country

Section 3: Emerging Opportunities

• Water Goals Set to Enhance Operational Efficiency
• Push for ESG Initiatives Increases Efficiency Optimization Projects
• Case Study: Microsoft - Quincy Industrial Reuse Facility (2021)
• Case Study: Microsoft - Arizona Municipal Wastewater System (2023)
• Case Study: Facebook - Los Lunas, New Mexico Data Center (2016)