Data Center Demand Faces Complexity as AI Brings Different Profiles, PwC Says

Dow Jones
3小時前

0714 GMT - The next wave of data center demand will be driven by buyer needs, workloads and local infrastructure, according to PwC Global Data Centre Outlook 2026-50 report. "AI has made the market more complex by ushering in a new set of buyers. Each has a different demand profile and risk mix," it says. Hyperscalers fund scale but demand speed, while enterprises provide durable demand but require deeper integration. Meanwhile, governments support domestic capacity but move at the pace of procurement and policy. Data center infrastructure requires capital expenditure to keep rising for decades as well as the revenue AI generates. Therefore, if AI adoption slows or pricing weakens, the final years of the development phase will become difficult to fund and buyers will face risks.

 

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