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