NTT Global Data Centers weighs the price tag of not building fast enough

The next 200-megawatt data center permitted in your county probably won't look like the buildings you remember from a decade ago. It will occupy the footprint of two or three football fields and draw more power than most nearby industrial parks combined. It will also likely trigger a town hall meeting before the first pad is poured. That collision between AI-driven demand and physical reality is what NTT Global Data Centers set out to quantify in its new AI Stress Test Report. The report models three growth trajectories through 2030 and stress-tests each against the constraints operators hit, such as land availability, water consumption, specialized labor and more. The middle (baseline) scenario projects annual demand growth of about 23 percent, which pencils out to roughly $3.8 trillion of additional investment in digital infrastructure. Ramp to the accelerated case and the figure climbs to $5.7 trillion. …