Data Center Scaling in the Age of AI — PwC Blueprint

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Summary:

PwC's industry whitepaper examines the rapid scaling of data centers driven by AI demand, projecting US capacity to reach 54 GW by 2029 with global investment potentially exceeding $1 trillion by 2027. The report details challenges across energy supply, water scarcity, supply chains, tax structuring, cybersecurity, and regulatory compliance — offering consulting strategies for hyperscalers and investors. For advocates, it provides valuable insight into the industry's own assessment of grid strain, water competition with communities, the aggressive expansion timeline, and how tax incentives and financial structures drive data center siting decisions.

Author:
Kalil Samra, Matt Cardamone, Ayesha Datta, Meredith Strong, Greg Tully, Hugh Le, Jon Wakelin, Yoon Hui Kim, Bala Ramanan, Tiffany Chu, Shafeeq Banthanavasi, Barbara Sootkoos, Joe Walker, Youssef Mestari, Everson Ascencio, Nick Heijkoop
Organization:
PwC

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