North America Artificial Intelligence (AI) Data Center Market Size
| Study Period | 2019 - 2030 |
| Base Year For Estimation | 2024 |
| Forecast Data Period | 2025 - 2030 |
| Market Size (2025) | USD 9.45 Billion |
| Market Size (2030) | USD 35.11 Billion |
| CAGR (2025 - 2030) | 30.00% |
| Market Concentration | High |
Major Players*Disclaimer: Major Players sorted in no particular order |
North America Artificial Intelligence (AI) Data Center Market Analysis
The North America Artificial Intelligence Data Center Market size is estimated at USD 9.45 billion in 2025, and is expected to reach USD 35.11 billion by 2030, at a CAGR of 30% during the forecast period (2025-2030).
The North America AI data centers market is witnessing remarkable growth, fueled by the widespread adoption of artificial intelligence technologies across various industries. Although specific market size figures are unavailable, the demand for AI-optimized data center capacity is rapidly increasing. In 2024, major tech companies are collectively investing over USD 200 billion in AI and cloud computing infrastructure Development.
The integration of AI workloads is significantly altering power requirements, with Goldman Sachs predicting a 160% rise in data center power demand by 2030 IBM. This surge is creating infrastructure bottlenecks, especially in established hubs like Northern Virginia and Silicon Valley, where grid congestion has led to power allocation restrictions. These challenges are prompting geographic diversification, with emerging markets such as Texas, Ohio, and Oregon gaining prominence due to their favorable power availability and regulatory conditions. Eastern Oregon, in particular, has become a strategic location for hyperscalers, offering abundant hydroelectric power and a climate conducive to natural cooling, Datacenters.com.
The competitive landscape is evolving as specialized AI infrastructure needs reshape market dynamics. CSP data centers currently dominate the market among data center types, driven by substantial AI investments from hyperscalers like Amazon, Microsoft, and Google. On the component side, hardware leads the market, while cooling solutions are experiencing the fastest growth as traditional air cooling systems fail to meet the thermal demands of AI workloads. The United States holds the largest country share in the North American market, but Mexico is emerging as a growth hotspot, with global cloud providers making significant investments to establish regional data centers Mexican Data Center Association.
The convergence of AI and sustainability presents both challenges and opportunities for the market. The U.S. CHIPS Act, which provides USD 52.7 billion in federal subsidies for semiconductor manufacturing, is accelerating the domestic AI chip supply chain and reducing reliance on international sources, according to PwC. At the same time, corporate net-zero mandates are driving innovative approaches to power consumption, with major players investing in renewable energy sources and advanced cooling technologies. Liquid and immersion cooling solutions are gaining traction, with nearly 20% of data centers now adopting liquid cooling technologies that can cut energy consumption by 10-30% and reduce carbon emissions RCR Wireless. These advancements are reshaping competitive dynamics, with efficiency metrics like Power Usage Effectiveness (PUE) and Water Usage Effectiveness (WUE) becoming critical differentiators in the market.
North America Artificial Intelligence (AI) Data Center Market Trends
Surging Generative-AI GPU Cluster Build-outs by U.S. Hyperscalers
The race to develop AI infrastructure is accelerating as hyperscalers deploy extensive GPU clusters to meet the demands of generative AI workloads, leading to a significant transformation in data center designs. Major technology companies have committed to investing USD 500 billion in AI infrastructure, with Texas emerging as a strategic hub due to its cost-effective power supply and rapid interconnection capabilities. This shift is driving rapid growth in the semiconductor industry, with high-bandwidth memory (HBM) revenue expected to reach USD 21 billion in 2025, marking a 70% year-over-year increase. These advancements are pushing the boundaries of data center design, requiring innovative solutions for power delivery, cooling, and connectivity to accommodate GPU densities that now exceed 200-250 kW per rack, compared to traditional densities of 10-15 kW per rack.
This surge in demand for AI infrastructure is reshaping the industry, creating new challenges and opportunities. The need for specialized AI chips is driving innovation in the semiconductor sector, while data center operators are rethinking traditional architectures to support the growing computational requirements. The focus is now on developing energy-efficient designs and advanced cooling technologies to manage the increased power and thermal demands of high-density GPU clusters. As the industry evolves, Texas is positioning itself as a key player in this transformation, leveraging its resources to attract significant investments and establish itself as a leader in AI infrastructure development.
Corporate Net-Zero Mandates Driving Green-Power PPAs for AI Data Centers
Environmental sustainability is emerging as a key competitive factor as corporations incorporate net-zero commitments into their data center strategies, spurring innovation in renewable energy sourcing. Leading technology companies are increasingly securing renewable energy through Power Purchase Agreements (PPAs), with 94% of executives prioritizing ESG initiatives. Additionally, 46 countries and 554 companies have pledged to the Climate Pledge Data Center Knowledge. AI is playing a dual role in this shift, driving up energy demands while simultaneously enabling more efficient resource management through predictive analytics and optimization algorithms. Iron Mountain Data Centers serves as a prime example, achieving 100% renewable energy usage and committing to net-zero GHG emissions by 2030. The company has also adopted innovative solutions, such as tidal energy harvesting, through a partnership with SeaQurrent Iron Mountain.
This growing emphasis on sustainability is redefining site selection criteria for data centers. Access to renewable energy is now as critical as traditional factors like connectivity and cost. Companies are increasingly focusing on energy-efficient designs and advanced technologies to meet their sustainability goals while managing operational costs. As the industry evolves, the integration of renewable energy and innovative cooling solutions is becoming a standard practice, ensuring that data centers can meet both environmental and performance demands effectively.
North America Artificial Intelligence (AI) Data Center Industry Overview
The North America AI data centers market exhibits a concentrated competitive structure dominated by hyperscalers and specialized hardware providers, with intense competition driving rapid innovation across the value chain. Nvidia maintains a commanding position in the AI chip market with over 90% share in data centers, leveraging its advanced GPUs and comprehensive software ecosystem, including the CUDA toolkit AI News. This dominance is being challenged by AMD and Intel, with Intel aiming to capture 20% of the AI chip market by 2028 through homegrown development of AI accelerators, BBN Times. The competitive dynamics are further complicated by cloud service providers developing custom silicon, creating a multi-layered competitive environment where hardware, software, and service capabilities are increasingly intertwined.
White-space opportunities are emerging in specialized areas such as energy-efficient cooling solutions, AI-optimized edge infrastructure, and sustainability-focused services. Companies are differentiating through technological innovation, with Schneider Electric launching EcoStruxure IT Expert with AI capabilities in February 2024 and Vertiv partnering with Honeywell for smart building integration in March 2024 SNS Insider. The market is also seeing increased collaboration between traditional competitors, exemplified by the formation of a coalition including Amazon, Meta, Google, and Microsoft to promote nuclear power for energy security Data Center Knowledge. This collaborative approach reflects the recognition that addressing the infrastructure challenges of AI deployment requires industry-wide solutions, particularly in areas like power availability and sustainability where individual company actions may be insufficient to drive systemic change.
North America Artificial Intelligence (AI) Data Center Market Leaders
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NVIDIA Corp.
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Intel Corp.
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Advanced Micro Devices
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ARM Ltd.
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ABB Ltd.
- *Disclaimer: Major Players sorted in no particular order
North America Artificial Intelligence (AI) Data Center Market News
- May 2025: Schneider Electric enhanced its EcoStruxure IT platform with new AI-driven predictive maintenance capabilities, enabling data centers to identify potential equipment failures before they occur and optimize energy usage in real-time
- April 2025: Data Centers expanded its Chicago presence, adding capacity specifically designed for AI workloads with advanced cooling systems and high-density power capabilities D
North America Artificial Intelligence (AI) Data Center Industry Segmentation
The research encompasses the full spectrum of AI applications in data centers, covering hyperscale, colocation, enterprise, and edge facilities. The analysis is segmented by component, distinguishing between hardware and software. Hardware considerations include power, cooling, networking, IT equipment, and more. Software technologies under scrutiny encompass machine learning, deep learning, natural language processing, and computer vision. The study also evaluates the geographical distribution of these applications.
Additionally, it assesses AI's influence on sustainability and carbon neutrality objectives. A comprehensive competitive landscape is presented, detailing market players engaged in AI-supportive infrastructure, encompassing both hardware and software utilized across various AI data center types. Market size is calculated in terms of revenue generated by products and solutions providers in the market, and forecasts are presented in USD Billion for each segment.
| By Data Center Type | CSP Data Centers | ||
| Colocation Data Centers | |||
| Others (Enterprise and Edge) | |||
| By Component | Hardware | Power | |
| Cooling | |||
| IT Equipments | |||
| Others | |||
| Software Technology | Machine Learning | ||
| Deep Learning | |||
| Natural Language Processing | |||
| Computer Vision | |||
| Services - (Managed Services, Proffesional Services, etc) | |||
| By Country | United States | ||
| Canada | |||
| Mexico | |||
| CSP Data Centers |
| Colocation Data Centers |
| Others (Enterprise and Edge) |
| Hardware | Power |
| Cooling | |
| IT Equipments | |
| Others | |
| Software Technology | Machine Learning |
| Deep Learning | |
| Natural Language Processing | |
| Computer Vision | |
| Services - (Managed Services, Proffesional Services, etc) |
| United States |
| Canada |
| Mexico |
North America Artificial Intelligence (AI) Data Center Market Research FAQs
How big is the North America Artificial Intelligence Data Center Market?
The North America Artificial Intelligence Data Center Market size is expected to reach USD 9.45 billion in 2025 and grow at a CAGR of 30% to reach USD 35.11 billion by 2030.
What is the current North America Artificial Intelligence Data Center Market size?
In 2025, the North America Artificial Intelligence Data Center Market size is expected to reach USD 9.45 billion.
Who are the key players in North America Artificial Intelligence Data Center Market?
NVIDIA Corp., Intel Corp., Advanced Micro Devices, ARM Ltd. and ABB Ltd. are the major companies operating in the North America Artificial Intelligence Data Center Market.
What years does this North America Artificial Intelligence Data Center Market cover, and what was the market size in 2024?
In 2024, the North America Artificial Intelligence Data Center Market size was estimated at USD 6.62 billion. The report covers the North America Artificial Intelligence Data Center Market historical market size for years: 2019, 2020, 2021, 2022, 2023 and 2024. The report also forecasts the North America Artificial Intelligence Data Center Market size for years: 2025, 2026, 2027, 2028, 2029 and 2030.
North America Artificial Intelligence (AI) Data Center Industry Report
Statistics for the 2025 North America Artificial Intelligence (AI) Data Center market share, size and revenue growth rate, created by Mordor Intelligence™ Industry Reports. North America Artificial Intelligence (AI) Data Center analysis includes a market forecast outlook for 2025 to 2030 and historical overview. Get a sample of this industry analysis as a free report PDF download.
