根据美国银行全球研究部于2026年10月23日发布的一份研究报告，全球数据中心支出预计将在2026年达到1万亿美元，并于2028年扩大至2.1万亿美元。受人工智能快速发展推动，市场支出预计到2030年将达到2.93万亿美元，这代表着从2025年起37%的复合年增长率。
BofA Projects Global Data Center Spending to Surpass $2 Trillion by 2028 Driven by AI Demand Global data center spending is projected to reach $1 trillion in 2026 and expand to $2.1 trillion by 2028, according to a research note released on October 23, 2026, by BofA Global Research. Driven by rapid artificial intelligence development, market spending is forecast to reach $2.93 trillion by 2030, representing a 37% compound annual growth rate from 2025.
美银估算建设成本为每兆瓦4900万美元，其中信息技术组件占总支出的78%。服务器是最大的支出项目，每兆瓦达3140万美元，其次是网络设备，每兆瓦480万美元。资本支出的激增将显著惠及芯片制造商、服务器制造商，以及冷却系统、开关设备和发电设备等工业供应商。
BofA estimates construction costs at $49 million per megawatt, with information technology components comprising 78% of total expenses. Servers represent the largest outlay at $31.4 million per megawatt, followed by networking equipment at $4.8 million. The capital expenditure surge significantly benefits chipmakers, server manufacturers, and industrial suppliers of cooling systems, switchgears, and power generation equipment.