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市場調查報告書
商品編碼
1949627
資料中心建置市場-全球產業規模、佔有率、趨勢、機會及預測(依基礎設施類型、層級、資料中心規模、最終用戶產業、地區及競爭格局分類,2021-2031)Data Center Construction Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Infrastructure Type, By Tier Level, By Data Center Size, By End-User Industry, By Region & Competition, 2021-2031F |
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全球資料中心建設市場預計將從 2025 年的 2,471.8 億美元成長到 2031 年的 3,787.1 億美元,年複合成長率為 7.37%。
該行業涉及用於容納關鍵任務電腦系統及其配套組件的設施的設計和結構開發。其成長主要受數位轉型快速發展、雲端架構的廣泛應用以及人工智慧 (AI) 的海量運算需求所驅動。這些因素共同推動了基礎設施建設的加速發展,以滿足日益成長的資料量和處理負載。美國總建設業協會 (AGC) 報告稱,到 2024 年,資料中心建設支出將年增 69%,凸顯了該行業相對於其他辦公大樓建設類型的強勁財務實力。
| 市場概覽 | |
|---|---|
| 預測期 | 2027-2031 |
| 市場規模:2025年 | 2471.8億美元 |
| 市場規模:2031年 | 3787.1億美元 |
| 複合年成長率:2026-2031年 | 7.37% |
| 成長最快的細分市場 | 超大規模資料中心 |
| 最大的市場 | 北美洲 |
然而,市場面臨許多挑戰,包括電力供應受限和熟練建築工人短缺。高密度運算環境會產生巨大的能源需求,這些需求往往超過當地電網的即時供給能力,導致電力接入需要較長的前置作業時間。此外,合格工程師和技術人員的短缺也阻礙了這些設施所需複雜機械和電氣設備的安裝。勞動力短缺造成了營運瓶頸,並可能延遲供給能力的上市。
人工智慧 (AI) 的快速普及正在從根本上改變全球資料中心建設市場,對設施設計提出了更高的功率密度和專門的冷卻架構要求。生成式 AI 模型需要能夠處理海量並發運算的基礎設施,迫使開發人員建構一個針對高電力負載和液冷系統進行最佳化的環境。這種技術變革正在推動前所未有的基礎設施資本投資,以滿足這些嚴苛的規範要求。例如,Meta 在 2024 年第一季財務報告中宣布,已將其年度資本支出預期從 350 億美元提高到 400 億美元,以支持其 AI藍圖和相關基礎設施的開發。
同時,超大規模雲端基礎設施的不斷擴張正在推動市場成長,服務提供者在新的區域建立可用區,以最大限度地減少延遲並遵守資料主權法律。這種擴張導致全球市場設施建設的普遍成長。 2024年,國際能源總署(IEA)預測,到2026年,資料中心的電力消耗量將加倍,並指出為應對此負載,相應的建築面積也將增加。為了體現這種大規模區域投資的趨勢,亞馬遜網路服務(AWS)在2024年5月的新聞稿中宣布,將在2040年前向其位於德國的歐洲主權雲端投資78億歐元,凸顯了其強大的區域雲端服務儲備。
熟練建築工人短缺是全球資料中心建設市場成長的一大障礙。現代資料中心複雜的機械和電氣系統所需的專業技術人員短缺問題尤其突出。與典型的商業計劃不同,這些設施需要先進的技術專長來安裝和維護其複雜的電力和冷卻基礎設施。根據美國建設業(ABC) 預測,到 2025 年,美國建設產業需要新增約 43.9 萬名淨就業人員才能滿足預期需求,而這項短缺正在阻礙建設公司滿足超大規模營運商提出的緊迫工期要求。
勞動力短缺的主要影響是計劃瓶頸和交付週期延長。當承包商無法獲得足夠數量的合格工程師和電工時,關鍵的施工路徑就會中斷。這種無法快速部署熟練團隊的情況阻礙了產能的及時擴張,使市場無法充分滿足數位轉型帶來的數據量成長。因此,處理能力需求與可用實體基礎設施之間的差距持續擴大,限制了整個產業的擴張。
由於需要規避公用設施的限制並確保營運的穩定性,現場可再生能源微電網整合正迅速成為資料中心建設的標準配置。開發商擴大在設計設施時融入風力發電和太陽能板等發電能力,以降低電網不穩定和碳排放法規帶來的風險。這種結構性轉變需要在資料中心周邊建立大規模的能源基礎設施,本質上是將伺服器叢集轉變為自主型的能源樞紐。例如,Brookfield Renewable Partners 於 2024 年 5 月與微軟簽署了一項全球框架協議,提供 10.5 吉瓦的新增可再生能源供應,凸顯了支援獨立能源型數位生態系統所需的龐大基礎設施。
同時,預製和模組化施工方法正在被廣泛採用,交付策略也在進行重組,以應對持續存在的技術純熟勞工短缺問題和對速度的需求。透過在可控的異地工廠生產關鍵的機械和結構部件,建設公司可以確保標準化的質量,並實施並行工作流程,與傳統的線性方法相比,顯著縮短計劃工期。這種方法能夠快速組裝複雜的冷卻模組和電氣室,最大限度地減少現場干擾,並加快實現盈利的步伐。 2024年3月,Schneider Electric承諾投資1.4億美元,擴大在美國的製造地,此舉旨在滿足市場對模組化資料中心解決方案和客製化電源產品的激增需求。
The Global Data Center Construction Market is projected to expand from USD 247.18 Billion in 2025 to USD 378.71 Billion by 2031, reflecting a compound annual growth rate of 7.37%. This sector involves the engineering and structural development of facilities dedicated to housing mission-critical computer systems and their supporting components. Growth is largely propelled by the rapid pace of digital transformation, the broad shift toward cloud architectures, and the substantial computational demands of artificial intelligence. These factors collectively require expedited infrastructure development to handle increasing data volumes and processing loads. Highlighting the sector's financial strength compared to other office construction types, the Associated General Contractors of America noted a 69 percent increase in data center construction spending in 2024 over the previous year.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 247.18 Billion |
| Market Size 2031 | USD 378.71 Billion |
| CAGR 2026-2031 | 7.37% |
| Fastest Growing Segment | Hyperscale Data Centers |
| Largest Market | North America |
Nevertheless, the market faces significant challenges arising from limited utility power availability and a scarcity of skilled construction labor. High-density computing environments impose immense energy demands that often exceed the immediate capacity of local grids, resulting in prolonged lead times for power connections. Additionally, a shortage of qualified engineers and trade professionals hinders the complex mechanical and electrical installations required for these facilities. This labor deficit creates operational bottlenecks, potentially delaying the delivery of new capacity to the market.
Market Driver
The surge in artificial intelligence adoption is fundamentally transforming the Global Data Center Construction Market by necessitating facilities designed for higher power densities and specialized cooling architectures. Because generative AI models demand infrastructure capable of handling massive concurrent processing, developers are compelled to build environments optimized for heavy electrical loads and liquid cooling systems. This technological shift is driving unprecedented capital investment into infrastructure capable of meeting these rigorous specifications. For instance, Meta announced in its First Quarter 2024 Results that it had raised its full-year capital expenditure outlook to between $35 billion and $40 billion, specifically to advance its artificial intelligence roadmap and support related infrastructure buildouts.
Simultaneously, the relentless expansion of hyperscale cloud infrastructure is fueling market growth as providers establish availability zones in new regions to minimize latency and adhere to data sovereignty laws. This expansion leads to a widespread increase in facility development across global markets. The International Energy Agency projected in 2024 that electricity consumption from data centers would double by 2026, requiring a corresponding increase in constructed facility space to manage this load. Highlighting this trend of substantial regional investment, Amazon Web Services committed €7.8 billion to the European Sovereign Cloud in Germany through 2040 in a May 2024 press announcement, emphasizing the robust pipeline for localized cloud services.
Market Challenge
The scarcity of skilled construction labor poses a significant barrier to the growth of the Global Data Center Construction Market. This shortage is particularly acute regarding the specialized trade professionals necessary for the intricate mechanical and electrical systems that characterize modern data centers. Unlike typical commercial projects, these facilities require a high degree of technical expertise to install and maintain complex power and cooling infrastructure. According to the Associated Builders and Contractors, the U.S. construction industry will need to attract approximately 439,000 net new workers in 2025 to meet expected demand, a gap that directly hinders construction firms from maintaining the aggressive schedules demanded by hyperscale operators.
The primary consequences of this workforce deficit are project bottlenecks and extended delivery timelines. When contractors are unable to secure sufficient numbers of qualified engineers and electricians, the critical path of construction is interrupted. This inability to rapidly deploy skilled teams prevents the timely execution of capacity additions, leaving the market unable to fully accommodate the escalating data volumes driven by digital transformation. As a result, the disparity between the demand for processing capabilities and the physical availability of infrastructure continues to widen, thereby constraining the sector's overall expansion.
Market Trends
The integration of on-site renewable energy microgrids is rapidly becoming a standard element of data center construction, driven by the necessity to bypass utility limitations and ensure operational resilience. Developers are increasingly engineering facilities with embedded power generation capabilities, such as wind farms and solar arrays, to mitigate risks related to grid instability and carbon emission mandates. This structural evolution requires the development of extensive energy infrastructure alongside data halls, effectively converting server farms into self-sustaining power hubs. Illustrating the scale of this requirement, Brookfield Renewable Partners announced a global framework agreement with Microsoft in May 2024 to deliver 10.5 gigawatts of new renewable energy capacity, highlighting the massive infrastructure needed to support these energy-independent digital ecosystems.
Concurrently, the adoption of prefabricated and modular construction methods is reshaping delivery strategies to address the persistent skilled labor shortage and the imperative for speed. By manufacturing critical mechanical and structural components in controlled off-site factories, construction firms can ensure standardized quality and execute parallel workflows that significantly shorten project timelines compared to traditional linear methods. This approach facilitates the rapid assembly of complex cooling modules and electrical rooms, minimizing on-site disruption and accelerating the path to revenue. In March 2024, Schneider Electric committed a $140 million investment to expand its U.S. manufacturing operations, a move specifically aimed at meeting the surging demand for these modular data center solutions and custom power products.
Report Scope
In this report, the Global Data Center Construction Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global Data Center Construction Market.
Global Data Center Construction Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report: