REPORT
Industrials Data-Center Equipment 2025 Outlook
AI, Cloud Spur Race Toward $73 Billion Market in 2028
Rapid growth in AI infrastructure and cloud migration is driving a new investment cycle in data-center electrification. Bloomberg Intelligence projects the infrastructure equipment market could grow from $46 billion in 2024 to $73 billion by 2028.
In this special report we explore how original equipment manufacturers are positioned across high-growth product segments including power, cooling, and rack systems.
What you’ll learn:
- Vendor positioning in uninterruptible power supply, cooling, and power systems
- Capex sensitivity across base and high-growth scenarios
- Product segments expected to lead market expansion
- Key risks tied to tariffs, AI inference, and grid strain
Key themes explored in this report:
- AI-driven capex cycle
- Electrification growth
- Market share shifts among suppliers
This analysis helps clarify which companies may benefit most from data-center demand, and where downside risks could emerge.
Download the full report for a closer look at the growth outlook, segment-level dynamics, and capex-driven scenarios.
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