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Data Center Trends 2025: Vertiv Predicts Industry Efforts to Support, Enable, Leverage and Regulate AI

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Vertiv (NYSE: VRT) has released its data center industry predictions for 2025, highlighting AI's significant impact. The company forecasts five major trends: innovation in power and cooling infrastructure to handle high-density computing, prioritization of energy availability challenges as data centers' power consumption could reach 3-4% globally by 2030, increased industry collaboration for AI Factory development, evolving cybersecurity challenges and solutions with AI, and government regulation of AI applications and energy use.

Key developments include the evolution of hybrid cooling systems, increased adoption of liquid cooling solutions, and the integration of servers with infrastructure components. The company expects rack densities to potentially reach 500 to 1000kW for AI applications.

Vertiv (NYSE: VRT) ha rilasciato le sue previsioni per l'industria dei data center per il 2025, evidenziando l'impatto significativo dell'IA. L'azienda prevede cinque principali tendenze: innovazione nell'infrastruttura di alimentazione e raffreddamento per gestire il calcolo ad alta densità, priorità alle sfide di disponibilità energetica poiché il consumo di energia dei data center potrebbe raggiungere il 3-4% a livello globale entro il 2030, incremento della collaborazione nell'industria per lo sviluppo delle AI Factory, evoluzione delle sfide e soluzioni di cybersecurity con l'IA, e regolamentazione governativa delle applicazioni IA e dell'uso energetico.

Sviluppi chiave includono l'evoluzione dei sistemi di raffreddamento ibridi, un'adozione crescente di soluzioni di raffreddamento a liquido e l'integrazione dei server con i componenti infrastrutturali. L'azienda prevede che le densità dei rack potrebbero potenzialmente raggiungere i 500 a 1000 kW per le applicazioni IA.

Vertiv (NYSE: VRT) ha publicado sus predicciones para la industria de centros de datos para 2025, destacando el impacto significativo de la IA. La compañía prevé cinco tendencias principales: innovación en la infraestructura de energía y refrigeración para manejar la computación de alta densidad, priorización de los desafíos de disponibilidad de energía ya que el consumo de energía de los centros de datos podría alcanzar entre el 3% y el 4% a nivel global para 2030, aumento de la colaboración en la industria para el desarrollo de AI Factory, evolución de los desafíos y soluciones de ciberseguridad con IA, y regulación gubernamental de las aplicaciones de IA y el uso de energía.

Los desarrollos clave incluyen la evolución de los sistemas de refrigeración híbridos, mayor adopción de soluciones de refrigeración líquida y la integración de servidores con componentes de infraestructura. La compañía espera que las densidades de los racks podrían alcanzar potencialmente entre 500 y 1000 kW para aplicaciones de IA.

Vertiv (NYSE: VRT)는 2025년 데이터 센터 산업에 대한 예측을 발표하며 AI의 중요한 영향을 강조했습니다. 이 회사는 다섯 가지 주요 트렌드를 예측합니다: 고밀도 컴퓨팅을 처리하기 위한 전력 및 냉각 인프라의 혁신, 데이터 센터의 전력 소비가 2030년까지 전 세계적으로 3-4%에 이를 수 있는 것을 고려한 에너지 가용성 문제의 우선화, AI 공장을 위한 산업 협력 증가, AI와 함께 발전하는 사이버 보안의 도전과 솔루션, 그리고 AI 응용 프로그램 및 에너지 사용에 대한 정부 규제.

주요 발전 사항으로는 하이브리드 냉각 시스템의 진화, 액체 냉각 솔루션의 채택 증가, 서버와 인프라 구성 요소의 통합이 포함됩니다. 이 회사는 AI 응용 프로그램을 위해 랙 밀도가 500~1000kW에 도달할 수 있을 것으로 예상합니다.

Vertiv (NYSE: VRT) a publié ses prévisions pour l'industrie des centres de données pour 2025, soulignant l'impact significatif de l'IA. L'entreprise prévoit cinq grandes tendances : innovation dans les infrastructures d'alimentation et de refroidissement pour gérer le calcul à haute densité, priorisation des défis liés à la disponibilité énergétique alors que la consommation d'énergie des centres de données pourrait atteindre 3-4 % à l'échelle mondiale d'ici 2030, augmentation de la collaboration dans l'industrie pour le développement des usines d'IA, évolution des défis et solutions en cybersécurité avec l'IA, et réglementation gouvernementale des applications d'IA et de l'utilisation de l'énergie.

Les développements clés incluent l'évolution des systèmes de refroidissement hybrides, une adoption accrue des solutions de refroidissement liquide, et l'intégration des serveurs avec des composants d'infrastructure. L'entreprise prévoit que les densités des racks pourraient potentiellement atteindre 500 à 1000 kW pour les applications d'IA.

Vertiv (NYSE: VRT) hat seine Vorhersagen für die Rechenzentrumsindustrie für 2025 veröffentlicht, und dabei den erheblichen Einfluss von KI hervorgehoben. Das Unternehmen prognostiziert fünf Haupttrends: Innovation in der Energie- und Kühlinfrastruktur zur Bewältigung von Hochleistungsrechnen, Priorisierung der Herausforderungen der Energieverfügbarkeit, da der Stromverbrauch von Rechenzentren bis 2030 global 3-4 % erreichen könnte, gestiegene Zusammenarbeit in der Branche zur Entwicklung von AI Factory, die Evolution von Cybersecurity-Herausforderungen und -Lösungen mit KI, sowie staatliche Regulierung von KI-Anwendungen und Energieverbrauch.

Wichtige Entwicklungen umfassen die Evolution hybrider Kühlsysteme, eine zunehmende Akzeptanz von Flüssigkeitskühlungslösungen und die Integration von Servern mit Infrastrukturkomponenten. Das Unternehmen erwartet, dass die Rack-Dichten möglicherweise 500 bis 1000 kW für KI-Anwendungen erreichen können.

Positive
  • Development of advanced cooling solutions to support high-density AI computing
  • Industry collaboration for AI Factory development and infrastructure integration
  • Innovation in UPS systems and power distribution equipment for AI workloads
Negative
  • Increasing power consumption concerns with AI driving data center usage to 3-4% of global power by 2030
  • Rising cybersecurity threats with ransomware attacks affecting one-third of all attacks
  • Potential regulatory restrictions on data center builds and energy use

Insights

The industry is bracing for a seismic shift in data center infrastructure demands driven by AI workloads. The projected increase in rack densities from 8.2kW to potentially 500-1000kW represents an unprecedented 6000-12000% jump. This will force fundamental changes in cooling and power delivery systems.

The transition from CPU to GPU computing, coupled with rapid power fluctuations from 10% idle to 150% overload, will stress existing infrastructure beyond current capabilities. The predicted rise in global data center power consumption from 1-2% to 3-4% by 2030 signals massive infrastructure investment requirements and potential supply constraints.

The shift toward liquid cooling systems with dedicated high-density UPS, factory-integrated solutions and hybrid cooling configurations indicates a complete rethinking of data center design fundamentals. This represents significant revenue opportunities for infrastructure providers but also poses adoption and integration challenges for existing facilities.

The emerging regulatory landscape for AI in data centers presents both opportunities and challenges. The EU's AI Act and China's CSL framework signal a clear trend toward sovereign AI control, which will impact data center operations and infrastructure requirements globally. Denmark's sovereign AI supercomputer initiative exemplifies how national interests are driving infrastructure decisions.

The dual focus on AI application governance and resource consumption suggests a complex regulatory environment ahead. Data center operators must prepare for potential restrictions on builds, energy use and specific AI applications. This regulatory scrutiny, combined with cybersecurity concerns and ransomware threats, will likely accelerate investment in compliant infrastructure solutions and security measures.

Innovation in powering and cooling AI racks, management of energy consumption and emissions all to be a focus in new year

COLUMBUS, Ohio--(BUSINESS WIRE)-- AI continues to reshape the data center industry, a reality reflected in the projected 2025 data center trends from Vertiv (NYSE: VRT), a global provider of critical digital infrastructure and continuity solutions. Vertiv experts anticipate increased industry innovation and integration to support high-density computing, regulatory scrutiny around AI, as well as increasing focus on sustainability and cybersecurity efforts.

“Our experts correctly identified the proliferation of AI and the need to transition to more complex liquid- and air-cooling strategies as a trend for 2024, and activity on that front is expected to further accelerate and evolve in 2025,” said Vertiv CEO Giordano (Gio) Albertazzi. “With AI driving rack densities into three- and four-digit kWs, the need for advanced and scalable solutions to power and cool those racks, minimize their environmental footprint, and empower these emerging AI Factories has never been higher. We anticipate significant progress on that front in 2025, and our customers demand it.”

The 2025 trends most likely to emerge across the data center industry, according to Vertiv experts:

1. Power and cooling infrastructure innovates to keep pace with computing densification: In 2025, the impact of compute-intense workloads will intensify, with the industry managing the sudden change in a variety of ways. Advanced computing will continue to shift from CPU to GPU to leverage the latter’s parallel computing power and the higher thermal design point of modern chips. This will further stress existing power and cooling systems and push data center operators toward cold-plate and immersion cooling solutions that remove heat at the rack level. Enterprise data centers will be impacted by this trend, as AI use expands beyond early cloud and colocation providers.

  • AI racks will require UPS systems, batteries, power distribution equipment and switchgear with higher power densities to handle AI loads that can fluctuate from a 10% idle to a 150% overload in a flash.
  • Hybrid cooling systems, with liquid-to-liquid, liquid-to-air and liquid-to-refrigerant configurations, will evolve in rackmount, perimeter and row-based cabinet models that can be deployed in brown/greenfield applications.
  • Liquid cooling systems will increasingly be paired with their own dedicated, high-density UPS systems to provide continuous operation.
  • Servers will increasingly be integrated with the infrastructure needed to support them, including factory-integrated liquid cooling, ultimately making manufacturing and assembly more efficient, deployment faster, equipment footprint smaller, and increasing system energy efficiency.

2. Data centers prioritize energy availability challenges: Overextended grids and skyrocketing power demands are changing how data centers consume power. Globally, data centers use an average of 1-2% of the world’s power, but AI is driving increases in consumption that are likely to push that to 3-4% by 2030. Expected increases may place demands on the grid that many utilities can’t handle, attracting regulatory attention from governments around the globe – including potential restrictions on data center builds and energy use – and spiking costs and carbon emissions that data center organizations are racing to control. These pressures are forcing organizations to prioritize energy efficiency and sustainability even more than they have in the past.

In 2024, we predicted a trend toward energy alternatives and microgrid deployments, and in 2025 we are seeing an acceleration of this trend, with real movement toward prioritizing and seeking out energy-efficient solutions and energy alternatives that are new to this arena. Fuel cells and alternative battery chemistries are increasingly available for microgrid energy options. Longer-term, multiple companies are developing small modular reactors for data centers and other large power consumers, with availability expected around the end of the decade. Progress on this front bears watching in 2025.

3. Industry players collaborate to drive AI Factory development: Average rack densities have been increasing steadily over the past few years, but for an industry that supported an average density of 8.2kW in 2020, the predictions of AI Factory racks of 500 to 1000kW or higher soon represent an unprecedented disruption. As a result of the rapid changes, chip developers, customers, power and cooling infrastructure manufacturers, utilities and other industry stakeholders will increasingly partner to develop and support transparent roadmaps to enable AI adoption. This collaboration extends to development tools powered by AI to speed engineering and manufacturing for standardized and customized designs. In the coming year, chip makers, infrastructure designers and customers will increasingly collaborate and move toward manufacturing partnerships that enable true integration of IT and infrastructure.

4. AI makes cybersecurity harder – and easier: The increasing frequency and severity of ransomware attacks is driving a new, broader look at cybersecurity processes and the role the data center community plays in preventing such attacks. One-third of all attacks last year involved some form of ransomware or extortion, and today’s bad actors are leveraging AI tools to ramp up their assaults, cast a wider net, and deploy more sophisticated approaches. Attacks increasingly start with an AI-supported hack of control systems, embedded devices or connected hardware and infrastructure systems that are not always built to meet the same security requirements as other network components. Without proper diligence, even the most sophisticated data center can be rendered useless.

As cybercriminals continue to leverage AI to increase the frequency of attacks, cybersecurity experts, network administrators and data center operators will need to keep pace by developing their own sophisticated AI security technologies. While the fundamentals and best practices of defense in depth and extreme diligence remain the same, the shifting nature, source and frequency of attacks add nuance to modern cybersecurity efforts.

5. Government and industry regulators tackle AI applications and energy use: While our 2023 predictions focused on government regulations for energy usage, in 2025, we expect the potential for regulations to increasingly address the use of AI itself. Governments and regulatory bodies around the world are racing to assess the implications of AI and develop governance for its use. The trend toward sovereign AI – a nation’s control or influence over the development, deployment and regulation of AI and regulatory frameworks aimed at governing AI – is a focus of The European Union’s Artificial Intelligence Act and China’s Cybersecurity Law (CSL) and AI Safety Governance Framework. Denmark recently inaugurated their own sovereign AI supercomputer, and many other countries have undertaken their own sovereign AI projects and legislative processes to further regulatory frameworks, an indication of the trajectory of the trend. Some form of guidance is inevitable, and restrictions are possible, if not likely.

Initial steps will be focused on applications of the technology, but as the focus on energy and water consumption and greenhouse gas emissions intensifies, regulations could extend to types of AI application and data center resource consumption. In 2025, governance will continue to be local or regional rather than global, and the consistency and stringency of enforcement will widely vary.

For more information on these 2025 data center trends, visit Vertiv.com.

About Vertiv

Vertiv (NYSE: VRT) brings together hardware, software, analytics and ongoing services to enable its customers’ vital applications to run continuously, perform optimally and grow with their business needs. Vertiv solves the most important challenges facing today’s data centers, communication networks and commercial and industrial facilities with a portfolio of power, cooling and IT infrastructure solutions and services that extends from the cloud to the edge of the network. Headquartered in Westerville, Ohio, USA, Vertiv does business in more than 130 countries. For more information, and for the latest news and content from Vertiv, visit Vertiv.com.

Forward-Looking Statements

This release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27 of the Securities Act, and Section 21E of the Securities Exchange Act. These statements are only a prediction. Actual events or results may differ materially from those in the forward-looking statements set forth herein. Readers are referred to Vertiv’s filings with the Securities and Exchange Commission, including its most recent Annual Report on Form 10-K and any subsequent Quarterly Reports on Form 10-Q for a discussion of these and other important risk factors concerning Vertiv and its operations. Vertiv is under no obligation to, and expressly disclaims any obligation to, update or alter its forward-looking statements, whether as a result of new information, future events or otherwise.

Sara Steindorf

T +314-982-1725

E sara.steindorf@fleishman.com

Source: Vertiv Holdings Co

FAQ

What are Vertiv's (VRT) main predictions for data centers in 2025?

Vertiv predicts five main trends: innovation in power and cooling infrastructure, focus on energy availability, industry collaboration for AI Factory development, evolution of AI-related cybersecurity, and increased government regulation of AI applications and energy use.

How much power consumption is expected for data centers by 2030 according to Vertiv (VRT)?

According to Vertiv's predictions, data center power consumption is expected to increase from the current 1-2% to 3-4% of global power usage by 2030, driven by AI applications.

What rack densities are predicted for AI Factories according to Vertiv (VRT)?

Vertiv predicts that AI Factory racks could reach densities of 500 to 1000kW or higher, a significant increase from the 8.2kW average density in 2020.

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