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市场调查报告书
商品编码
1849844

欧洲绿色资料中心：市场占有率分析、产业趋势、统计数据和成长预测（2025-2030 年）

Europe Green Data Center - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3个工作天内

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简介目录

欧洲绿色资料中心市场预计到 2025 年将创造 266 亿美元的收入，到 2030 年将达到 594 亿美元，年复合成长率为 17.4%。

欧洲绿色资料中心市场-IMG1

欧盟绿色新政推动的监管日益严格、对下一代人工智慧基础设施的大规模投资以及企业范围内的数位化，持续推高了市场需求，从而支持了产能扩张和永续性创新。由于能源效率指令要求500千瓦以上的设施必须报告能源指标并达到可再生能源阈值，营运商正将资金投入超高效的电力和冷却技术。北欧购电协议（PPA）的奖励确保了低碳电力供应，并使营运商能够累计接近物理最低值的电力使用效率（PUE）比率。儘管电网存在拥堵，但FLAP-D枢纽在互联密度方面仍然具有吸引力。提供监控、生命週期管理和合规性报告等服务的供应商的扩张速度超过了以硬体为中心的同行，这反映出市场正从一次性建设转向持续优化。能够将范围3报告支持与高密度液冷技术相结合的供应商将获得最大的成长机会。

欧洲绿色资料中心市场趋势与洞察

云端运算和巨量资料工作负载正在爆炸性成长

预计到2024年，人工智慧和机器学习任务将消耗欧洲资料中心8%的电力，到2028年这一比例可能达到20%，促使液冷技术迅速普及。液冷散热速度比风冷快15到25倍。微软已累计25亿美元在利兹建造一个专注于人工智慧的园区，该园区到2026年将容纳超过2万个GPU，这表明超大规模资料中心营运商正在围绕高密度机架重建其设施架构。边缘的小规模推理工作负载正在创建连接到中央训练丛集的分散式微型站点，从而在降低延迟的同时实现可再生能源目标。企业云端策略现在包含量化的永续性指标，38%的欧洲营运商计划在2024年投资绿色设施，以平衡人工智慧的成长与碳减排承诺。液冷设计和机架级热回收利用兼具性能和合规性优势，巩固了它们在不久的将来成为需求驱动因素的地位。

欧盟绿色交易及其55年来的合规义务

能源效率指令要求装置容量超过 500 千瓦的资料中心公布年度资源指标，并在 2030 年前将消费量降低 11.7%。德国的《能源效率法》规定，自 2026 年 7 月起，新建资料中心的 PUE 值上限为 1.2，并强制要求在 2027 年实现 100%再生能源。一项将于 2024 年 9 月生效的泛欧盟永续性评估框架将使营运商能够对标自身绩效，并确保从受《企业永续性报告指令》约束的公司获得优先采购权。合规支出推动了产品创新：Equinix 正在试行一个余热网络，该网络在降低设施 PUE 值的同时，也能为附近居民供暖。能够证明其指标透明的营运商在企业招标中获得竞争优势，从而推动自动化监控和生命週期碳计量平台的普及应用。

液冷和现场再生能源的资本支出较高

儘管全生命週期成本更低，但直接晶片冷却和浸没式冷却系统比风冷系统成本高出 20-40%，导致缺乏低成本资金的营运商投资回收期更长。功率超过 20kW 的人工智慧机架增加了对这些升级的需求，但改装工作需要重新配置楼层布局、改造电气系统以及对员工进行再培训。现场安装太阳能光电和电池面临长达六个月的授权期限，这会使工期更加复杂并增加拥有成本。大型跨国公司正透过与永续性相关的贷款来降低成本，而规模较小的託管业者则面临利润率压缩的风险，直到资金筹措创新和伙伴关係模式能够减轻前期投资负担。

细分市场分析

到2024年，解决方案收入将达到161亿美元，占总支出的60.54%，营运商采购高效动力传动系统、高密度伺服器和先进冷却设备以满足主导PUE基准的要求。欧洲绿色资料中心服务市场预计将达到105亿美元，到2030年将以22.1%的复合年增长率成长，这反映出对碳计量、生命週期监测和监管咨询的强劲需求。专用系统整合方法可在改装专案中整合液冷和风冷，提高资源效率并缩短迁移时间。利用资料中心基础设施管理（DCIM）软体进行持续监控可自动产生能源报告，这是欧盟绿色交易透明度审核的先决条件。随着范围3追踪要求的不断深化，专注于供应商审核和隐含碳评估的专业服务组合正在获得市场份额，这再次印证了以服务主导在补充硬体更新周期方面的成熟度。

到2024年，超大规模资料中心营运商将占总收入的35.2%，年复合成长率将达到24.4%，这得益于他们利用自身雄厚的资产负债表锁定可再生能源合约并试验大规模液冷技术。由超大规模园区驱动的欧洲绿色资料中心市场预计到2030年将超过250亿美元，而购电协议中嵌入的永续性条款将支撑其长期竞争力。託管服务供应商正透过捆绑可再生积分和余热回收方案来吸引中型企业，从而实现差异化竞争。儘管企业内部部署规模持续缩小，但对延迟敏感的工作负载企业仍采用混合模式，依赖配备高效冷却系统的边缘节点。边缘节点提供者正在人口中心附近部署250kW至1MW的模组，并透过空气回收节热器和模组化电池储能来确保符合法规要求。大型超大规模资料中心营运商已公开宣布在建设过程中减少碳排放，例如AWS在瑞典使用低碳钢，将体积排放减少了高达70%，而规模较小的竞争对手也在努力效仿。

欧洲绿色资料中心市场细分包括服务（系统整合、监控服务、专业服务及其他服务）、解决方案（电源、伺服器、管理软体及其他）、使用者（主机服务供应商、云端服务供应商、企业）和终端用户产业（医疗保健、金融服务、政府机构及其他）。市场预测以美元计价。

其他福利：

  • Excel格式的市场预测（ME）表
  • 3个月的分析师支持

目录

第一章 引言

  • 研究假设和市场定义
  • 调查范围

第二章调查方法

第三章执行摘要

第四章 市场情势

  • 市场概览
  • 市场驱动因素
    • 主流驱动因素
    • 云端运算和巨量资料工作负载的爆炸性成长
    • 欧盟绿色交易和「适合55岁族群」义务
    • FLAP-D Hub 的超大规模和边缘构建
    • 一位低调的司机
    • 北欧超低PUE的PPA
    • 区域供热废热补贴
    • 对绿色服务等级协定（SLA）的需求，尤其关注范围 3。
  • 市场限制
    • 主流限制
    • 对液冷和现场可再生能源的高资本投入
    • 电力短缺地区电网连接延迟
    • 谨慎克制
    • 碳钢和混凝土的审查
    • 永续直流工程领域的人才短缺
  • 价值/供应链分析
  • 监管环境
  • 技术展望
  • 波特五力模型
    • 供应商的议价能力
    • 买方的议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争对手之间的竞争
  • 评估宏观经济趋势对市场的影响

第五章 市场规模与成长预测

  • 按组件
    • 透过服务
      • 系统整合
      • 监控服务
      • 专业服务
      • 其他服务
    • 透过解决方案
      • 电力
      • 冷却
      • 伺服器
      • 网路装置
      • 管理软体
      • 其他解决方案
  • 依资料中心类型
    • 託管服务提供者
    • 超大规模资料中心业者/云端服务供应商
    • 企业和边缘运算
  • 依层级类型
    • 一级和二级
    • 三级
    • 第四级
  • 按行业
    • 卫生保健
    • 金融服务
    • 政府
    • 通讯/IT
    • 製造业
    • 媒体与娱乐
    • 其他行业
  • 按国家/地区
    • 德国
    • 英国
    • 法国
    • 荷兰
    • 爱尔兰
    • 挪威
    • 瑞典
    • 丹麦
    • 西班牙
    • 义大利
    • 俄罗斯
    • 其他欧洲地区

第六章 竞争情势

  • 市场集中度
  • 策略趋势
  • 市占率分析
  • 公司简介
    • Equinix Inc.
    • Digital Realty Trust Inc.
    • NTT Global Data Centers EMEA GmbH
    • Schneider Electric SE
    • Fujitsu Ltd.
    • Cisco Systems Inc.
    • Dell Technologies Inc.
    • Hewlett Packard Enterprise Co.
    • IBM Corporation
    • Eaton Corporation plc
    • Vertiv Holdings Co.
    • OVH Groupe SAS
    • Interxion Holding NV
    • Vantage Data Centers LLC
    • Bulk Infrastructure AS
    • Green Mountain AS
    • EcoDataCenter AB
    • Stack Infrastructure Inc.
    • Iron Mountain Inc.
    • Deep Green Data Centres Ltd.
    • Verne Global Ltd.

第七章 市场机会与未来展望

简介目录
Product Code: 47343

The Europe green data center market generated USD 26.6 billion in 2025 and is forecast to reach USD 59.4 billion by 2030, advancing at a 17.4% CAGR.

Europe Green Data Center - Market - IMG1

Heightened regulatory ambition under the EU Green Deal, hyperscale investments in next-generation AI infrastructure, and enterprise-wide digitization are reinforcing a sustained demand curve that supports both capacity growth and sustainability innovation. Operators are steering capital toward ultra-efficient power and cooling technologies as the Energy Efficiency Directive requires facilities above 500 kW to report energy metrics and meet renewable-energy thresholds. Nordic incentives for power-purchase agreements (PPAs) ensure low-carbon electricity and enable operators to post power-usage-effectiveness (PUE) ratios close to the physical minimum, while FLAP-D hubs remain attractive for interconnection density despite grid backlogs. Service providers that bundle monitoring, lifecycle management, and compliance reporting are expanding faster than hardware-centric peers, reflecting the shift from one-off builds to continuous optimization. Vendors able to align Scope 3 reporting support with high-density liquid cooling stand to capture the strongest upside.

Europe Green Data Center Market Trends and Insights

Cloud & Big-Data Workload Surge

AI and machine-learning tasks consumed 8% of data-center electricity in Europe during 2024 and may hit 20% by 2028, prompting rapid adoption of liquid cooling that removes heat 15-25 times faster than air. Microsoft earmarked USD 2.5 billion for an AI-focused campus in Leeds hosting more than 20,000 GPUs by 2026, signalling how hyperscalers reshape facility architecture around high-density racks. Smaller inference workloads at the edge are spawning distributed micro-sites tethered to central training clusters, reducing latency while sustaining renewable-energy targets. Enterprise cloud strategies now include quantitative sustainability metrics; 38% of European operators invested in greener facilities in 2024 to balance AI growth with carbon-reduction pledges. Liquid-ready designs and rack-level heat reuse deliver both performance and compliance benefits that reinforce the driver's position in near-term demand formation.

EU Green Deal & Fit-for-55 Mandates

The Energy Efficiency Directive obliges data centers above 500 kW to publish annual resource metrics and to cut energy consumption by 11.7% by 2030. Germany's Energy Efficiency Act sets a PUE ceiling of 1.2 for new builds from July 2026 and a 100% renewable-electricity mandate by 2027. A pan-EU sustainability-rating framework entering force in September 2024 enables operators to benchmark performance and secure procurement preference from corporates bound by the Corporate Sustainability Reporting Directive. Compliance spending is unlocking product innovation: Equinix is piloting waste-heat networks that warm neighboring homes while lowering facility PUE. Operators able to evidence transparent metrics gain a competitive edge in enterprise RFPs, intensifying adoption of automated monitoring and lifecycle-carbon accounting platforms.

High CAPEX for Liquid-Cooling & On-site RE

Direct-to-chip and immersion systems cost 20-40% more than air cooling despite life-cycle savings, stretching payback timelines for operators lacking low-cost capital. AI racks topping 20 kW magnify the need for these upgrades, yet retrofit works demand floorplate reconfiguration, electrical refits, and staff reskilling. On-site solar or battery installations face six-month permitting windows, complicating schedules and raising holding costs. Larger multinationals mitigate expense through sustainability-linked loans, but smaller colocation players risk margin compression until financing innovation or partnership models neutralize upfront burdens.

Other drivers and restraints analyzed in the detailed report include:

  1. Hyperscale & Edge Build-outs in FLAP-D Hubs
  2. Nordic PPAs Enabling Ultra-Low PUE
  3. Grid-Connection Delays in Power-Scarce Hubs

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Solutions revenue reached USD 16.1 billion in 2024, equal to 60.54% of overall expenditure, as operators procured efficient power trains, high-density servers, and advanced cooling to satisfy Directive-driven PUE benchmarks. Europe green data center market size for services registered USD 10.5 billion and is on track for a 22.1% CAGR to 2030, reflecting surging demand for carbon accounting, lifecycle monitoring, and regulatory advisory. Dedicated system-integration practices align liquid and air cooling within retrofit footprints, compressing migration time while raising resource efficiency. Continuous monitoring via data-center-infrastructure-management (DCIM) software automates energy reporting, a mandatory prerequisite for transparency audits under the EU Green Deal. As Scope 3 tracking obligations deepen, professional-services portfolios focused on supplier audits and embodied-carbon assessments capture an incremental share, reaffirming a services-led maturity phase that complements hardware refresh cycles.

Hyperscalers held 35.2% of 2024 revenue and expand at 24.4% CAGR, capitalizing on balance-sheet strength to lock renewable contracts and trial liquid-cooling at scale. The Europe green data center market size attributed to hyperscale campuses is projected to exceed USD 25 billion by 2030, with sustainability clauses embedded in power-purchase agreements anchoring long-term competitiveness. Colocation providers differentiate by bundling renewable credits and waste-heat-reuse schemes that appeal to mid-sized enterprises. Enterprise on-premises footprints continue to shrink, yet firms with latency-sensitive workloads maintain hybrid models that lean on edge nodes outfitted with efficient cooling. Edge providers deploy 250 kW-1 MW modules near population centers, ensuring regulatory compliance through recycled-air economizers and modular battery storage. Larger hyperscalers publicize construction-phase carbon cuts, such as AWS adopting low-carbon steel in Sweden to trim embodied emissions by up to 70%, setting a bar smaller competitors strive to match.

Europe Green Data Center Market Report Segments the Industry Into Service (System Integration, Monitoring Services, Professional Services, Other Services), Solution (Power, Servers, Management Software, and More), User (Colocation Providers, Cloud Service Providers, Enterprises), and End-User Industry (Healthcare, Financial Services, Government, and More). The Market Forecasts are Provided in Terms of Value (USD).

List of Companies Covered in this Report:

  1. Equinix Inc.
  2. Digital Realty Trust Inc.
  3. NTT Global Data Centers EMEA GmbH
  4. Schneider Electric SE
  5. Fujitsu Ltd.
  6. Cisco Systems Inc.
  7. Dell Technologies Inc.
  8. Hewlett Packard Enterprise Co.
  9. IBM Corporation
  10. Eaton Corporation plc
  11. Vertiv Holdings Co.
  12. OVH Groupe SAS
  13. Interxion Holding N.V.
  14. Vantage Data Centers LLC
  15. Bulk Infrastructure AS
  16. Green Mountain AS
  17. EcoDataCenter AB
  18. Stack Infrastructure Inc.
  19. Iron Mountain Inc.
  20. Deep Green Data Centres Ltd.
  21. Verne Global Ltd.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

  • 4.1 Market Overview
  • 4.2 Market Drivers
    • 4.2.1 Mainstream Drivers
    • 4.2.2 Cloud and Big-Data Workload Surge
    • 4.2.3 EU Green Deal and Fit-for-55 Mandates
    • 4.2.4 Hyperscale and Edge Build-outs in FLAP-D Hubs
    • 4.2.5 Under-the-Radar Drivers
    • 4.2.6 Nordic PPAs Enabling Ultra-Low PUE
    • 4.2.7 District-Heating Waste-Heat Subsidies
    • 4.2.8 Scope-3-Focused Green SLAs Demand
  • 4.3 Market Restraints
    • 4.3.1 Mainstream Restraints
    • 4.3.2 High CAPEX for Liquid-Cooling and On-site RE
    • 4.3.3 Grid-Connection Delays in Power-Scarce Hubs
    • 4.3.4 Under-the-Radar Restraints
    • 4.3.5 Embodied-Carbon Steel and Concrete Scrutiny
    • 4.3.6 Sustainable-DC Engineering Talent Shortage
  • 4.4 Value / Supply-Chain Analysis
  • 4.5 Regulatory Landscape
  • 4.6 Technological Outlook
  • 4.7 Porter's Five Forces
    • 4.7.1 Bargaining Power of Suppliers
    • 4.7.2 Bargaining Power of Buyers
    • 4.7.3 Threat of New Entrants
    • 4.7.4 Threat of Substitutes
    • 4.7.5 Competitive Rivalry
  • 4.8 Assessment of the impact of Macro Economic Trends on the Market

5 Market Size and Growth Forecasts (Value)

  • 5.1 By Component
    • 5.1.1 By Service
      • 5.1.1.1 System Integration
      • 5.1.1.2 Monitoring Services
      • 5.1.1.3 Professional Services
      • 5.1.1.4 Other Services
    • 5.1.2 By Solution
      • 5.1.2.1 Power
      • 5.1.2.2 Cooling
      • 5.1.2.3 Servers
      • 5.1.2.4 Networking Equipment
      • 5.1.2.5 Management Software
      • 5.1.2.6 Other Solutions
  • 5.2 By Data Center Type
    • 5.2.1 Colocation Providers
    • 5.2.2 Hyperscalers/Cloud Service Providers
    • 5.2.3 Enterprise and Edge
  • 5.3 By Tier Type
    • 5.3.1 Tier 1 and 2
    • 5.3.2 Tier 3
    • 5.3.3 Tier 4
  • 5.4 By Industry Vertical
    • 5.4.1 Healthcare
    • 5.4.2 Financial Services
    • 5.4.3 Government
    • 5.4.4 Telecom and IT
    • 5.4.5 Manufacturing
    • 5.4.6 Media and Entertainment
    • 5.4.7 Other Verticals
  • 5.5 By Country
    • 5.5.1 Germany
    • 5.5.2 United Kingdom
    • 5.5.3 France
    • 5.5.4 Netherlands
    • 5.5.5 Ireland
    • 5.5.6 Norway
    • 5.5.7 Sweden
    • 5.5.8 Denmark
    • 5.5.9 Spain
    • 5.5.10 Italy
    • 5.5.11 Russia
    • 5.5.12 Rest of Europe

6 Competitive Landscape

  • 6.1 Market Concentration
  • 6.2 Strategic Moves
  • 6.3 Market Share Analysis
  • 6.4 Company Profiles (includes Global?level Overview, Market?level Overview, Core Segments, Financials, Strategic Info, Market Rank/Share, Products and Services, Recent Developments)
    • 6.4.1 Equinix Inc.
    • 6.4.2 Digital Realty Trust Inc.
    • 6.4.3 NTT Global Data Centers EMEA GmbH
    • 6.4.4 Schneider Electric SE
    • 6.4.5 Fujitsu Ltd.
    • 6.4.6 Cisco Systems Inc.
    • 6.4.7 Dell Technologies Inc.
    • 6.4.8 Hewlett Packard Enterprise Co.
    • 6.4.9 IBM Corporation
    • 6.4.10 Eaton Corporation plc
    • 6.4.11 Vertiv Holdings Co.
    • 6.4.12 OVH Groupe SAS
    • 6.4.13 Interxion Holding N.V.
    • 6.4.14 Vantage Data Centers LLC
    • 6.4.15 Bulk Infrastructure AS
    • 6.4.16 Green Mountain AS
    • 6.4.17 EcoDataCenter AB
    • 6.4.18 Stack Infrastructure Inc.
    • 6.4.19 Iron Mountain Inc.
    • 6.4.20 Deep Green Data Centres Ltd.
    • 6.4.21 Verne Global Ltd.

7 Market Opportunities and Future Outlook

  • 7.1 White-Space and Unmet-Need Assessment