AI Data Center Boom Drives $65 Billion Power Equipment Demand Amid Supply Chain Constraints
A report from Wood Mackenzie projects that U.S. spending on power generation equipment for data centers could reach $65 billion by 2030, more than triple the $20 billion recorded in 2025, according to a ZeroHedge analysis of the report [1]. Data center capacity is forecast to reach 110 gigawatts by the end of the decade, with Bloomberg estimating total U.S. spending on power-plant equipment may climb to $215 billion [1]. The surge is driven by the expansion of artificial intelligence infrastructure, but domestic equipment shortages and extended lead times threaten the buildout [1].
Equipment Shortages and Supply Chain Risks
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