AI Data Centers

The Next Industrial Boom Is Already Here

Discover the Supply Chain Opportunities Powering Data Centers and the Energy That Runs Them

Data centers are rapidly becoming the backbone of the modern economy—driven by AI, cloud computing, advanced manufacturing, and national security needs. But behind every data center is a vast, often overlooked supply chain spanning manufacturing, energy infrastructure, logistics, and services.

Download the reports to understand where the real opportunities are—and how your organization can participate.

Click here to learn the Ten Things to Know About AI Data Centers

AI Data Center Overview

  • Download the free AI Data Centers: Overview report that identifies:
    • Market Size & Growth Forecasts
    • Market Drivers, Challenges & Concerns
    • The Data Center Layout
    • AI Data Center Components and NAICS Codes of Suppliers
    • Contact – Developers, Manufacturers, & Trade Associations
    • Map of where Data Centers are emerging
  • View the webinar recording of AI Data Centers.
  • Click here to view the PowerPoint slides presented in the webinar.

AI Data Centers: Power & Electrical Infrastructure

Explore the rapidly growing power demands of AI-focused data centers and the infrastructure needed to meet them. With computing loads increasing dramatically, facilities must provide reliable high-density power delivery, robust grid interconnection, and backup systems to support round-the-clock operation.

  • Download the AI Data Centers: Power & Electrical Infrastructure Report.
  • View the webinar recording of AI Data Centers: Power & Electrical Infrastructure
  • Click here to view the PowerPoint slides presented in the webinar.

AI Data Centers: Advanced Cooling

As AI workloads push hardware to higher densities and power levels, thermal management becomes a critical bottleneck. This overview details how advanced cooling technologies—such as direct-to-chip liquid cooling, microchannel cold plates, two-phase pumped systems, and high-efficiency rack-level cooling—are enabling efficient and reliable data center operation.

AI Data Centers: Structural Steel, Racking & Enclosures

AI data centers rely on large volumes of structural steel, precision racking, and secure enclosures to support high-density computing environments. These components form the core physical framework of each facility—enabling fast construction, heavy load capacity, efficient airflow, and secure equipment housing. Hyperscale sites now use around 20,000 metric tons of steel, and AI servers can add 1,000 pounds more per rack compared to traditional deployments.

Demand is rising for modular steel systems, prefabricated structures, high-density racks, and enclosure designs built for advanced cooling and cable management. The global rack and enclosure market is expected to grow from $5.2 billion in 2025 to $9.4 billion by 2030, driven by rapid AI expansion and the need for scalable, reliable infrastructure.

Sustainability is also influencing procurement, with many operators seeking low-embodied-carbon steel and Environmental Product Declarations (EPDs). For small and mid-sized manufacturers, steel fabrication, machining, metalworking, and enclosure production represent strong entry points into the AI data center supply chain.

Sample NAICS Codes

Manufacturing companies that work in these or similar NAICS (North American Industry Classification System) codes could be good candidates to join the AI Data Centers Supply Chain:

  • 333415            Chillers
  • 333911            Pumps
  • 334111            Electronic Computer Manufacturing
  • 335312            Motor and Generator Manufacturing
  • 335929            Cabling & Wiring
  • And many more

Resource Groups

  • American Society of Heating, Refrigerating and Air-Conditioning Engineers (ASHRAE)
  • Data Center Coalition (DCC)
  • Uptime Institute (UI)
  • US Department of Energy (DOE)

Key OEMs (Original Equipment Manufacturers)

  • Eaton
  • Form Energy
  • groq
  • META
  • Microsoft
  • NVIDIA

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Return to the Energy Supply Chains page to access additional reports and information.

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