
A new analysis by McKinsey & Company projects a massive 3.5-fold increase in the global demand for AI-specific data center capacity by 2030, potentially creating a multi-trillion-dollar market opportunity for chipmaker Nvidia Corp. (NASDAQ:NVDA).
The report forecasts that the power demand for AI workloads will surge from 44 gigawatts (GW) in 2025 to 156 GW by the end of the decade.