全球云端资料中心的扩张:供应链趋势(2025年)
市场调查报告书
商品编码
1774042

全球云端资料中心的扩张:供应链趋势(2025年)

2025 Global Cloud Data Center Expansion; Supply Chain Trends

出版日期: | 出版商: TrendForce | 英文 10 Pages | 商品交期: 最快1-2个工作天内

价格
简介目录

摘要

云端资料中心的扩张将推动电源和冷却供应链的升级。 BBU锂电池和液冷是关键趋势,为相关供应商提供成长机会。

重点

  • 云端服务供应商扩展资料中心,升级电源和冷却技术
  • 高效长寿命BBU锂电池逐渐取代传统UPS备用系统
  • Meta、AWS、Google等主要服务供应商、Tier-2资料中心均采用BBU
  • 液冷成为新型AI资料中心的核心功能,以支援先进的热管理
  • Delta、LiteOn(电源)、Cooler Master和AVC(热管理)等供应商受益于需求的成长
  • 液冷设备和关键零件设计的进步推动了产业技术进步

目录

第一章 引言

  • 全球主要云端运算服务供应商(CSP)总资本支出年增率
  • 预计北美超级云端运算服务供应商(Hyper-CSP)将成为全球能源消耗的主要来源机架解决方案

第二章:美国云端服务供应商将专注于在北美、欧洲和亚太地区扩张资料中心,预计这些资料中心将在2025年至2027年间投入营运

  • 美国云端服务供应商继续在全球扩张资料中心

第三章:受地缘政治因素影响,中国云端服务供应商的业务扩张仅限于亚太地区。营运商在建设资料中心方面获得当地政策的支持。

第四章:云端服务供应商的资料中心扩张刺激了对应的供应链发展机会

  • UPS与BBU系统的比较
简介目录
Product Code: TRi-0079

Overview

Cloud data center expansions drive upgrades in power and cooling supply chains. BBU lithium batteries and liquid cooling are key trends, offering growth opportunities for related suppliers.

Key Highlights:

  • Cloud providers expand data centers, upgrading power and cooling technology
  • BBU lithium batteries, with higher efficiency and lifespan, gradually replace traditional UPS backup systems
  • Major providers like Meta, AWS, Google, plus Tier-2 data centers adopt BBU
  • Liquid cooling becomes a core feature in new AI data centers, supporting advanced thermal management
  • Suppliers like Delta, LiteOn (power) and Cooler Master, AVC (thermal) benefit from rising demand
  • Liquid cooling facilities and key components advance in design, driving industry tech progress

Table of Contents

1. Introduction

  • YoY Growth Rate of Combined CAPEX of Major Global CSPs
  • North American Hyper CSPs Are Expected to Primary Consumers of GB Rack Solutions

2. US Cloud Providers Will Focus on Expanding Data Centers in North America, Europe, and APAC; Their Data Centers Are Expected to Come Online During 2025-2027

  • US Cloud Providers Continue Their Global Data Center Expansions

3. Chinese CSPs Relatively Confined to Asia-Pacific for Expansions Due to Geopolitics; Telecom Operators Supported by Local Policies in Establishing Data Centers

4. CSPs' Expansions in Data Centers to Stimulate Development Opportunities for Corresponding Supply Chains

  • Comparison between UPS and BBU Systems