The rapid expansion of U.S. data center capacity to support the demand for artificial intelligence will double the size of the industry by 2030, measured in gigawatts.

The U.S. data center footprint will absorb 35 gigawatts by 2030, more than twice the 17GW total in 2022, according to a new U.S. Data Center Market report from Newmark.

The surge in power consumption will be driven by an industry-wide upgrade to data center campuses that are being rebuilt or newly developed to meet the huge data processing demands of AI and its cousin, machine learning (ML), the report said.

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