數據中心用水：市場趨勢和預測 (2023-2030)

本報告研究了數據中心的用水情況，並提供了 2023 年至 2030 年資本支出 (CAPEX) 和運營支出 (OPEX) 的預測。

目標公司

內容

第一章

• 數據中心格局的定義
• 數據中心需求增加
• 數據中心的能源使用正在向超大規模發展
• 維護數據中心樞紐的政策
• 為中間市場公司資助新的數據中心以推動穩定
• 在缺水地區擴展數據中心
• 按地區劃分的全球數據中心密度
• 數據中心使用水進行冷卻
• 主要的新數據中心設施

第二章市場展望

• 預測方法
• 數據中心設施的資本支出/運營支出明細
• 同比耗水量：按地區
• 按數據中心類型劃分的用水量
• 全球數據中心水資源管理支出
• 按投入類別劃分的全球數據中心用水支出
• 美國主要數據中心市場
• 該協議增加了歐洲綠色數據中心的用水支出和使用量
• 各種指標都會影響水務公司的機會
• 數據中心用水摘要：按國家/地區分類

第 3 章新機遇

• 設定水資源目標以提高運營效率
• 由於 ESG 舉措的推廣，效率優化項目有所增加
• 案例研究：微軟 - 昆西工業再利用設施（2021 年）
• 案例研究：Microsoft - 亞利桑那州市政廢水系統（2023 年）
• 案例研究：Facebook - 新墨西哥州 Los Lunas 數據中心（2016 年）

Scaling demand for cloud-based data and service offerings-shaped by machine learning, cryptocurrency, and Internet of Things (IoT) devices-are growing in number and size, globally. The transition from on-site server rooms to million-square-foot, third-party facilities, better known as hyperscale data centers, presents widespread implications for water demand, water management solutions, and local authorities.

As larger, hyperscale data centers are built to keep pace with demand, their water demands are stretching the limits of local power and water infrastructure. A single data center can use millions of gallons per day, primarily for cooling. Hyperscale data centers, currently estimated at 728 facilities globally are expected to reach over 1,000 by the end of 2024. The proliferation of hyperscale data center facilities presents an opportunity for water management solution providers, particularly as their deployment expands into new and water-stressed geographies.

Bluefield's forecast methodology considers a variety of key market and macroeconomic variables, including data center trends, inflationary pressures, facility-level usage, and policy incentives.

This report lays out Bluefield's 2023-2030 forecast for capital expenditures (CAPEX) and operating expenditures (OPEX). The forecast focuses on water usage, geographic differences, and key opportunities.

Report + Data Option:

Data is a key component to this data center market analysis. Our team has compiled relevant data dashboards available as an add on purchase option.

Companies Mentioned:

Table of Contents

Section 1:

• Defining the Data Center Landscape
• Data Center Demand Heightens
• Data Center Energy Usage Shifts toward Hyperscale
• Policy to Maintain Data Center Hubs
• Funding New Data Centers for Mid-Market Companies Drives Stability
• Data Centers Expand in Areas of Water Stress
• Global Data Center Density by Geography
• Data Centers Utilize Water for Cooling
• Key New Data Center Facilities

Section 2: Market Outlook

• Forecast Methodology
• Data Center Facility CAPEX/OPEX Breakdown
• Year-over-Year Water Usage by Region
• Water Usage by Data Center Type
• Global Water Management Spending for Data Centers
• Global Water Spend for Data Centers by Input Category
• U.S. Leading Market for Data Centers
• Pact Drives Water Spend and Usage for Greener Data Centers in Europe
• A Variety of Metrics Influence Opportunity for Water Providers
• Water for Data Centers Overview by Country

Section 3: Emerging Opportunities

• Water Goals Set to Enhance Operational Efficiency
• Push for ESG Initiatives Increases Efficiency Optimization Projects
• Case Study: Microsoft - Quincy Industrial Reuse Facility (2021)
• Case Study: Microsoft - Arizona Municipal Wastewater System (2023)
• Case Study: Facebook - Los Lunas, New Mexico Data Center (2016)