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WoodMac forecasts the US data center electrical equipment market grows from $20B…
Brief
WoodMac projects the US data center electrical-equipment market will expand from $20B in 2025 to $65B by 2030, driven by capacity growth from 24 GW to 110 GW (2026–2030), a 600 GW pipeline seeking power versus 183 GW with agreements, sustained 18–36 month lead times, and sharp hyperscale equipment and electricity demand growth.
Why it matters
WoodMac forecasts the US data center electrical equipment market grows from $20B in 2025 to $65B by 2030; data centers reach 40% of total US electrical equipment demand by 2030 in the accelerated case, up from ~2% in 2020.
Key details
- US data center capacity expands from 24 GW to 110 GW between 2026 and 2030; 600 GW of pipeline still searching for power versus 183 GW with signed utility agreements; equipment lead times are 18–36 months and manufacturers are re-opening year-old POs with ~20% price hikes.
- Hyperscale unit growth 2025→2030: padmount transformers 1,573→9,395; PDUs 1,966→11,745; MV switchgear and ATS 786→4,698 each; data centers projected to consume 8× more electricity than EVs through 2030, adding ~400,000 GWh.