AI 데이터센터용 재생에너지 저장 시장(2026-2030년)

The global renewable energy storage for AI data centers market is forecasted to grow by USD 329845.0 thousand during 2025-2030, accelerating at a CAGR of 20.2% during the forecast period. The report on the global renewable energy storage for AI data centers market provides a holistic analysis, market size and forecast, trends, growth drivers, and challenges, as well as vendor analysis covering around 25 vendors.

The report offers an up-to-date analysis regarding the current market scenario, the latest trends and drivers, and the overall market environment. The market is driven by exponential growth in computational demand, regulatory mandates and decarbonization targets, advancements in energy density and grid interaction.

The study was conducted using an objective combination of primary and secondary information including inputs from key participants in the industry. The report contains a comprehensive market size data, segment with regional analysis and vendor landscape in addition to an analysis of the key companies. Reports have historic and forecast data.

Technavio's global renewable energy storage for AI data centers market is segmented as below:

By Technology

• Lithium-ion battery storage
• Flow battery storage
• Hydrogen energy storage
• Flywheel energy storage
• Supercapacitor energy storage

By End-User

• Hyperscale data centers
• Colocation data centers
• Enterprise data centers
• Edge data centers

By Source

• Solar energy storage systems
• Wind energy storage systems
• Hydropower-based storage
• Others

Geography

• North America
  • US
  • Canada
  • Mexico
• APAC
  • China
  • India
  • Japan
  • South Korea
  • Australia
  • Indonesia
• Europe
  • Germany
  • UK
  • France
  • Italy
  • The Netherlands
  • Spain
• Middle East and Africa
  • UAE
  • South Africa
  • Turkey
• South America
  • Brazil
  • Argentina
  • Colombia
• Rest of World (ROW)

This study identifies the integration of microgrid architectures for autonomous data center resilience as one of the prime reasons driving the global renewable energy storage for AI data centers market growth during the next few years. Also, adoption of circular economy principles in battery lifecycle management and ai-driven energy orchestration and predictive load balancing will lead to sizable demand in the market.

The report on the global renewable energy storage for AI data centers market covers the following areas:

• Global renewable energy storage for AI data centers market sizing
• Global renewable energy storage for AI data centers market forecast
• Global renewable energy storage for AI data centers market industry analysis

The robust vendor analysis is designed to help clients improve their market position, and in line with this, this report provides a detailed analysis of several leading global renewable energy storage for AI data centers market vendors that include ABB Ltd., Bloom Energy Corp., BYD Co. Ltd., Contemporary Amperex Ltd., Eaton Corp. Plc, Enel X Italia S.r.l., Fluence Energy LLC, Generac Power Systems Inc., Hitachi Energy Ltd., Honeywell International Inc., Johnson Controls International, LG Energy Solution Ltd., Powin Inc., Samsung Electronics Co. Ltd., Schneider Electric SE, Siemens AG, Stem Inc., Tesla Inc., Vertiv Holdings Co., Wartsila Corp.. Also, the global renewable energy storage for AI data centers market analysis report includes information on upcoming trends and challenges that will influence market growth. This is to help companies strategize and leverage all forthcoming growth opportunities.

The publisher presents a detailed picture of the market by the way of study, synthesis, and summation of data from multiple sources by an analysis of key parameters such as profit, pricing, competition, and promotions. It presents various market facets by identifying the key industry influencers. The data presented is comprehensive, reliable, and a result of extensive primary and secondary research. The market research reports provide a complete competitive landscape and an in-depth vendor selection methodology and analysis using qualitative and quantitative research to forecast accurate market growth.

Table of Contents

1 Executive Summary

• 1.1 Market overview
  • Executive Summary - Chart on Market Overview
  • Executive Summary - Data Table on Market Overview
  • Executive Summary - Chart on Global Market Characteristics
  • Executive Summary - Chart on Market by Geography
  • Executive Summary - Chart on Market Segmentation by Technology
  • Executive Summary - Chart on Market Segmentation by End-user
  • Executive Summary - Chart on Market Segmentation by Source
  • Executive Summary - Chart on Incremental Growth
  • Executive Summary - Data Table on Incremental Growth
  • Executive Summary - Chart on Company Market Positioning

2 Technavio Analysis

• 2.1 Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria
  • Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria
• 2.2 Criticality of inputs and Factors of differentiation
• 2.3 Factors of disruption
• 2.4 Impact of drivers and challenges

3 Market Landscape

• 3.1 Market ecosystem
• 3.2 Market characteristics
• 3.3 Value chain analysis

4 Market Sizing

• 4.1 Market definition
• 4.2 Market segment analysis
  • Market segments
• 4.3 Market size 2025
• 4.4 Market outlook: Forecast for 2025-2030

5 Historic Market Size

• 5.1 Global Renewable Energy Storage For AI Data Centers Market 2020 - 2024
  • Historic Market Size - Data Table on Global Renewable Energy Storage For AI Data Centers Market 2020 - 2024 ($ thousand)
• 5.2 Technology segment analysis 2020 - 2024
  • Historic Market Size - Technology Segment 2020 - 2024 ($ thousand)
• 5.3 End-user segment analysis 2020 - 2024
  • Historic Market Size - End-user Segment 2020 - 2024 ($ thousand)
• 5.4 Source segment analysis 2020 - 2024
  • Historic Market Size - Source Segment 2020 - 2024 ($ thousand)
• 5.5 Geography segment analysis 2020 - 2024
  • Historic Market Size - Geography Segment 2020 - 2024 ($ thousand)
• 5.6 Country segment analysis 2020 - 2024
  • Historic Market Size - Country Segment 2020 - 2024 ($ thousand)

6 Qualitative Analysis

• 6.1 Impact of AI Global Renewable Energy Storage for AI Data Centers Market
• 6.2 Impact of Geopolitical Conflicts on Global Renewable Energy Storage for AI Data Centers Market

7 Five Forces Analysis

• 7.1 Five forces summary
  • Five forces analysis - Comparison between 2025 and 2030
• 7.2 Bargaining power of buyers
  • Bargaining power of buyers - Impact of key factors 2025 and 2030
• 7.3 Bargaining power of suppliers
  • Bargaining power of suppliers - Impact of key factors in 2025 and 2030
• 7.4 Threat of new entrants
  • Threat of new entrants - Impact of key factors in 2025 and 2030
• 7.5 Threat of substitutes
  • Threat of substitutes - Impact of key factors in 2025 and 2030
• 7.6 Threat of rivalry
  • Threat of rivalry - Impact of key factors in 2025 and 2030
• 7.7 Market condition

8 Market Segmentation by Technology

• 8.1 Market segments
• 8.2 Comparison by Technology
• 8.3 Lithium-ion battery storage - Market size and forecast 2025-2030
• 8.4 Flow battery storage - Market size and forecast 2025-2030
• 8.5 Hydrogen energy storage - Market size and forecast 2025-2030
• 8.6 Flywheel energy storage - Market size and forecast 2025-2030
• 8.7 Supercapacitor energy storage - Market size and forecast 2025-2030
• 8.8 Market opportunity by Technology
  • Market opportunity by Technology ($ thousand)

9 Market Segmentation by End-user

• 9.1 Market segments
• 9.2 Comparison by End-user
• 9.3 Hyperscale data centers - Market size and forecast 2025-2030
• 9.4 Colocation data centers - Market size and forecast 2025-2030
• 9.5 Enterprise data centers - Market size and forecast 2025-2030
• 9.6 Edge data centers - Market size and forecast 2025-2030
• 9.7 Market opportunity by End-user
  • Market opportunity by End-user ($ thousand)

10 Market Segmentation by Source

• 10.1 Market segments
• 10.2 Comparison by Source
• 10.3 Solar energy storage systems - Market size and forecast 2025-2030
• 10.4 Wind energy storage systems - Market size and forecast 2025-2030
• 10.5 Hydropower-based storage - Market size and forecast 2025-2030
• 10.6 Others - Market size and forecast 2025-2030
• 10.7 Market opportunity by Source
  • Market opportunity by Source ($ thousand)

11 Customer Landscape

• 11.1 Customer landscape overview
  • Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria

12 Geographic Landscape

• 12.1 Geographic segmentation
• 12.2 Geographic comparison
• 12.3 North America - Market size and forecast 2025-2030
  • 12.3.1 US - Market size and forecast 2025-2030
  • 12.3.2 Canada - Market size and forecast 2025-2030
  • 12.3.3 Mexico - Market size and forecast 2025-2030
• 12.4 APAC - Market size and forecast 2025-2030
  • 12.4.1 China - Market size and forecast 2025-2030
  • 12.4.2 India - Market size and forecast 2025-2030
  • 12.4.3 Japan - Market size and forecast 2025-2030
  • 12.4.4 South Korea - Market size and forecast 2025-2030
  • 12.4.5 Australia - Market size and forecast 2025-2030
  • 12.4.6 Indonesia - Market size and forecast 2025-2030
• 12.5 Europe - Market size and forecast 2025-2030
  • 12.5.1 Germany - Market size and forecast 2025-2030
  • 12.5.2 UK - Market size and forecast 2025-2030
  • 12.5.3 France - Market size and forecast 2025-2030
  • 12.5.4 Italy - Market size and forecast 2025-2030
  • 12.5.5 The Netherlands - Market size and forecast 2025-2030
  • 12.5.6 Spain - Market size and forecast 2025-2030
• 12.6 Middle East and Africa - Market size and forecast 2025-2030
  • 12.6.1 Saudi Arabia - Market size and forecast 2025-2030
  • 12.6.2 UAE - Market size and forecast 2025-2030
  • 12.6.3 South Africa - Market size and forecast 2025-2030
  • 12.6.4 Israel - Market size and forecast 2025-2030
  • 12.6.5 Turkey - Market size and forecast 2025-2030
• 12.7 South America - Market size and forecast 2025-2030
  • 12.7.1 Brazil - Market size and forecast 2025-2030
  • 12.7.2 Argentina - Market size and forecast 2025-2030
  • 12.7.3 Colombia - Market size and forecast 2025-2030
• 12.8 Market opportunity by geography
  • Market opportunity by geography ($ thousand)
  • Data Tables on Market opportunity by geography ($ thousand)

13 Drivers, Challenges, and Opportunity

• 13.1 Market drivers
  • Exponential growth in computational demand
  • Regulatory mandates and decarbonization targets
  • Advancements in energy density and grid interaction
• 13.2 Market challenges
  • Infrastructure interconnection and grid constraints
  • Supply chain volatility and raw material scarcity
  • Technological complexity and long-term operational risks
• 13.3 Impact of drivers and challenges
  • Impact of drivers and challenges in 2025 and 2030
• 13.4 Market opportunities
  • Integration of microgrid architectures for autonomous data center resilience
  • Adoption of circular economy principles in battery lifecycle management
  • AI-driven energy orchestration and predictive load balancing

14 Competitive Landscape

• 14.1 Overview
• 14.2 Competitive Landscape
  • Overview on criticality of inputs and factors of differentiation
• 14.3 Landscape disruption
  • Overview on factors of disruption
• 14.4 Industry risks
  • Impact of key risks on business

15 Competitive Analysis

• 15.1 Companies profiled
  • Companies covered
• 15.2 Company ranking index
  • Company ranking index
• 15.3 Market positioning of companies
  • Matrix on companies position and classification
• 15.4 ABB Ltd.
  • ABB Ltd. - Overview
  • ABB Ltd. - Business segments
  • ABB Ltd. - Key news
  • ABB Ltd. - Key offerings
  • ABB Ltd. - Segment focus
  • SWOT
• 15.5 Bloom Energy Corp.
  • Bloom Energy Corp. - Overview
  • Bloom Energy Corp. - Product / Service
  • Bloom Energy Corp. - Key offerings
  • SWOT
• 15.6 BYD Co. Ltd.
  • BYD Co. Ltd. - Overview
  • BYD Co. Ltd. - Business segments
  • BYD Co. Ltd. - Key news
  • BYD Co. Ltd. - Key offerings
  • BYD Co. Ltd. - Segment focus
  • SWOT
• 15.7 Contemporary Amperex Ltd.
  • Contemporary Amperex Ltd. - Overview
  • Contemporary Amperex Ltd. - Business segments
  • Contemporary Amperex Ltd. - Key news
  • Contemporary Amperex Ltd. - Key offerings
  • Contemporary Amperex Ltd. - Segment focus
  • SWOT
• 15.8 Eaton Corp. Plc
  • Eaton Corp. Plc - Overview
  • Eaton Corp. Plc - Business segments
  • Eaton Corp. Plc - Key news
  • Eaton Corp. Plc - Key offerings
  • Eaton Corp. Plc - Segment focus
  • SWOT
• 15.9 Enel X Italia S.r.l.
  • Enel X Italia S.r.l. - Overview
  • Enel X Italia S.r.l. - Product / Service
  • Enel X Italia S.r.l. - Key offerings
  • SWOT
• 15.10 Fluence Energy LLC
  • Fluence Energy LLC - Overview
  • Fluence Energy LLC - Product / Service
  • Fluence Energy LLC - Key offerings
  • SWOT
• 15.11 Hitachi Energy Ltd.
  • Hitachi Energy Ltd. - Overview
  • Hitachi Energy Ltd. - Product / Service
  • Hitachi Energy Ltd. - Key offerings
  • SWOT
• 15.12 LG Energy Solution Ltd.
  • LG Energy Solution Ltd. - Overview
  • LG Energy Solution Ltd. - Product / Service
  • LG Energy Solution Ltd. - Key offerings
  • SWOT
• 15.13 Powin Inc.
  • Powin Inc. - Overview
  • Powin Inc. - Product / Service
  • Powin Inc. - Key offerings
  • SWOT
• 15.14 Schneider Electric SE
  • Schneider Electric SE - Overview
  • Schneider Electric SE - Business segments
  • Schneider Electric SE - Key news
  • Schneider Electric SE - Key offerings
  • Schneider Electric SE - Segment focus
  • SWOT
• 15.15 Siemens AG
  • Siemens AG - Overview
  • Siemens AG - Business segments
  • Siemens AG - Key news
  • Siemens AG - Key offerings
  • Siemens AG - Segment focus
  • SWOT
• 15.16 Tesla Inc.
  • Tesla Inc. - Overview
  • Tesla Inc. - Business segments
  • Tesla Inc. - Key news
  • Tesla Inc. - Key offerings
  • Tesla Inc. - Segment focus
  • SWOT
• 15.17 Vertiv Holdings Co.
  • Vertiv Holdings Co. - Overview
  • Vertiv Holdings Co. - Business segments
  • Vertiv Holdings Co. - Key offerings
  • Vertiv Holdings Co. - Segment focus
  • SWOT
• 15.18 Wartsila Corp.
  • Wartsila Corp. - Overview
  • Wartsila Corp. - Business segments
  • Wartsila Corp. - Key news
  • Wartsila Corp. - Key offerings
  • Wartsila Corp. - Segment focus
  • SWOT

16 Appendix

• 16.1 Scope of the report
  • Market definition
  • Objectives
  • Notes and caveats
• 16.2 Inclusions and exclusions checklist
  • Inclusions checklist
  • Exclusions checklist
• 16.3 Currency conversion rates for US$
  • Currency conversion rates for US$
• 16.4 Research methodology
  • Research methodology
• 16.5 Data procurement
  • Information sources
• 16.6 Data validation
  • Data validation
• 16.7 Validation techniques employed for market sizing
  • Validation techniques employed for market sizing
• 16.8 Data synthesis
  • Data synthesis
• 16.9 360 degree market analysis
  • 360 degree market analysis
• 16.10 List of abbreviations
  • List of abbreviations