市场概况

The data center power market in the United States is currently valued at $7.24 billion and is projected to reach $8.85 十亿 2027, 呈现复合年增长率 (复合年增长率) 的 3.41% 从 2021 到 2026. 在 2021, the US witnessed the launch or construction of over 110 data center projects, with a significant emphasis on the development of self-built hyperscale facilities. Hyperscale operators such as Facebook, Apple, Google, and Microsoft dominated the market, while colocation service providers were responsible for approximately 75% of the projects.

The United States is home to data centers with substantial power capacities. The rapid growth of cloud computing, the Internet of Things (物联网), artificial intelligence (AI), and machine learning (ML) is driving investment from data center service providers, fueling market expansion. These data centers typically incorporate redundant power infrastructures such as uninterruptible power supply (UPS) 系统, generators, and power distribution units (PDUs) with a minimum redundancy level of N+N.

The growing rack power density necessitates the adoption of innovative and flexible facility designs, as well as the implementation of rack-level UPS solutions and diverse electricity feeds for individual racks.

此外, the expansion of data centers has led to an increased focus on procuring renewable energy sources. Prominent data center operators like Equinix, Digital Realty, Amazon, Google, Apple, and Microsoft have demonstrated strong commitments to investing in renewable energy procurement.

市场细分

市场根据多种因素进行细分, including power infrastructure, ups systems, generator systems, tier standards, 和地理.

Segmentation by Power Infrastructure
UPS Systems
Generators
PDUs
Transfer Switches & Switchgears
Other Electrical Infrastructure

Segmentation by UPS Systems
Less than or equal to 500kVA
500-1,000kVA
Greater than 1,000 kVA

Segmentation by Generator Systems
0- less than 1.5 MW
1.5-3 MW
Greater than or equal to 3 MW

Segmentation by Tier Standards
Tier I & II
Tier III
Tier IV

按地理位置细分
Western U.S.
South-Eastern U.S.
Mid-Western U.S.
South-Western U.S.
North-Eastern U.S.

The power infrastructure segment is experiencing incremental growth, with UPS systems being the top contributor, followed by generators and PDUs. This segment has witnessed an absolute growth of 22.32%.

The growth of UPS systems with a capacity of less than 500 kVA is expected to be higher among prefabricated data center operators and hyperscale operators adopting a row/rack level approach. By 2027, the US data center UPS market in the less than 500 kVA segment is projected to contribute approximately USD 1.4 十亿.

In the US market, there is a trend towards the construction of high-capacity facilities in Tier 1 cities, as well as the deployment of low-capacity edge data centers in Tier 2 and Tier 3 cities. Data centers built within commercial buildings will already include backup generator sets to ensure uninterrupted operation during outages, eliminating the need for dedicated systems. This will result in continuous revenue generation for the generator segment throughout the forecast period.

Many recently constructed data centers in the US adhere to Tier III standards, as there is an increased demand for redundant components to support critical applications. The US data center power systems market for Tier III facilities is expected to grow at a compound annual growth rate (复合年增长率) 的 7.29%, 达到美元 4.01 十亿 2027.

According to GSMA, it is estimated that by the end of 2025, 5G mobile connections will comprise up to two-thirds of the total number of mobile connections in North America, which is approximately 270 million connections. To drive this market growth, mobile operators in North America are planning to invest USD 300 billion in their networks, 和 98% of the investment allocated to 5G technology.

Amazon Web Services (AWS) has been expanding its edge locations across various cities. 在九月 2021, AWS launched edge locations in Chicago, Kansas, and Minneapolis, followed by the announcement of three local zones and edge locations in Las Vegas, New York City, and Portland in October 2021. 此外, AWS opened three more edge locations in Atlanta, Phoenix, and Seattle in January 2022.

三月 2021, the Tennessee Valley Authority confirmed the construction of the Logan County solar farm in Kentucky, which will provide 145MW of solar power to Facebook for its data center operations in Nashville. These developments reflect the growing focus on renewable energy sources in the southeastern region of the US.

贝宝, the digital payment company, has announced its commitment to becoming carbon neutral by 2040 and plans to power its data centers with 100% renewable energy sources by 2023. The company operates a data center facility in San Jose, California.

竞争格局

Bloom Energy is a prominent vendor in the US market, particularly when it comes to fuel cell deployments. 尤其, companies like Caterpillar and Rolls Royce have made announcements regarding the development of 100% hydrogen gen sets. This reflects the increasing focus of data center operators on operating carbon emission-free facilities. In the coming years, data center operators will likely explore the adoption of technologies such as lithium-ion batteries, fuel cells, and intelligent Power Distribution Units (PDUs) to enhance the efficiency of their facilities.

Vendors such as Schneider Electric, Rittal, HPE, and Delta Power Solutions offer infrastructure solutions based on Open Compute Project (OCP) design. This positions them well in the market, as many organizations prefer solutions like 48V DC UPS systems. The adoption of DC power systems in data centers is expected to experience significant growth, especially among hyperscale data centers. 此外, some data center operators are opting for intelligent lighting systems to conserve electricity and reduce operational expenses.

Caterpillar has introduced the Electric Power SpecSizer software, which helps identify the most suitable generator models for powering operations in data centers. The company also provides the EMCP four control platform, facilitating efficient management of power output and engine operations. With operations in over 25 locations across the United States, Caterpillar offers a wide range of products and services, generating approximately USD 37.17 billion in revenue.

Key companies profiled in this report include ABB, Caterpillar, Cummins, Eaton, Legrand, Rolls-Royce, Schneider Electric, Vertiv, AEG Power Solutions, Advanced Energy (ARTESYN), AMETEK Powervar, Black Box Network Services (AGC Networks), Bloom Energy, Borri, Bxterra Power Technology, Canovate, Chatsworth Products, 思科系统公司, Controlled Power Company, Cyber Power Systems, Dataprobe, Delta Electronics, Demand Detroit, EAE Elektrik, Elcom International, Enconnex, Exide Technologies, Fuji Electric, Generac Power Systems, Hewlett Packard Enterprise (HPE), Hitachi Hi-Rel Power Electronics, HITEC Power Protection, INNIO, KOHLER, Marathon Power, 三菱电机, Natron Energy, Panduit, Piller Power Systems, Plug Power, Riello Elettronica Group, Rittal, Saft, Siemens, Socomec, SolarEdge Technologies, Tripp Lite, Toshiba, Virtual Power Systems, VYCON, WTI – Western Telematic, Yanmar (HIMOINSA), ZAF Energy Systems, ZincFive.

已回答的关键问题

What are the primary factors driving the growth of the data center power market in the United States?

The key growth drivers of the U.S. data center power market include the implications of Covid-19 on the data center market, increased investments in data centers, availability of tax incentives to stimulate the data center market, and a rise in power outages.

What are some of the latest trends that will shape the future of the data center power market in the United States?

The future data center power market in the U.S. will be influenced by trends such as the deployment of 5G connectivity and edge data centers, sustainability initiatives implemented by data center operators, adoption of innovative technologies, availability of advanced UPS battery technologies, increase in rack power density, emergence of fuel cell generators, and the implementation of software-defined power and data center infrastructure automation.

Which companies are prominent vendors in the data center power market in the United States?

ABB, Caterpillar, Cummins, Eaton, Legrand, Rolls-Royce, Schneider Electric, and Vertiv are some of the prominent vendors in the data center power market in the United States.

Which region in the United States has the highest compound annual growth rate (复合年增长率) in the data center power market?

The North-Eastern region of the United States has the highest CAGR, exceeding 10%, during the forecast period in the data center power market.

What is the current size of the data center power market in the United States?

美国. data center power market was valued at USD 7.24 十亿 2021 in terms of investment and is projected to reach USD 8.85 十亿 2027, 复合年增长率为 3.41%.