GPU 전력 인프라 시장 : 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the GPU power infrastructure market size is expected to increase from USD 12.94 billion in 2025 to USD 15.31 billion in 2026 and reach USD 37.92 billion by 2031, growing at a CAGR of 19.89% over 2026-2031.

This report is Segmented by Component (Solution, and Services), Power Architecture (Rack-Level Power, Row/Pod-Level Power, and Infrastructure-Level Power), Power Distribution Topology (Centralized, and More), Data Center Type (Hyperscale Data Centers, Colocation Data Centers, Enterprise Data Centers, and Edge Data Centers), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Global GPU Power Infrastructure Market Trends and Insights

Rising AI Cluster Power Density Drives Infrastructure Redesign

The GPU power infrastructure market is being pushed upward by the jump in rack power density between recent GPU generations, because the system-level increase has been much sharper than the rise in chip thermal design power alone. NVIDIA stated that its Vera Rubin VR200 NVL72 rack-scale systems draw 190-230 kW per rack, which is far above levels seen in the Hopper generation and well beyond the design point of older data center electrical rooms. That shift has changed the GPU power infrastructure market from a procurement category into a gating factor for project timing, because power delivery now determines whether large AI clusters can be energized on schedule. The next platform cycle keeps this pressure high, since Rubin Ultra Kyber has been specified at 600 kW per rack, and later platforms are moving toward 1 MW-class rack designs. Traditional 54 VDC distribution cannot support these densities without severe penalties in copper volume, cable bulk, and resistive losses, meaning even new facilities must redesign their electrical architecture rather than extend older layouts. The GPU power infrastructure market is therefore benefiting not only from higher server counts, but also from a structural increase in power infrastructure spend for every high-density rack that enters service.

Shift Toward High-Voltage Rack-Level Power Architectures

The GPU power infrastructure market is also being boosted by the shift toward 800 VDC high-voltage direct current designs, which eliminate several conversion stages that previously limited end-to-end efficiency. NVIDIA stated that an 800 VDC wire gauge can carry 157% more power than a 415 VAC equivalent, thereby reducing conductor weight, cable congestion, and conversion losses across dense AI deployments. This is expanding the GPU power infrastructure market across multiple layers, as centralized rectifiers, 800 VDC-rated busways, protection systems, and rack-level DC-DC conversion become higher-value parts of the electrical stack. Vertiv moved its 800 VDC platform from concept to engineering readiness in October 2025 and planned a commercial release in the second half of 2026, aligning vendor roadmaps with NVIDIA's Rubin Ultra cycle. The Open Compute Project Foundation also launched its Power Distribution Project in 2025 to define voltage, connector, and safety standards for 800 VDC systems, which reduces uncertainty around broad deployment. As standards and product availability move forward together, the GPU power infrastructure market gains a clearer path from early adoption to scaled rollouts across hyperscale and colocation facilities.

High Upfront Capital Intensity Limits Participation Among Non-Hyperscale Operators

The GPU power infrastructure market faces a clear adoption limit among enterprise operators and mid-tier colocation providers because high-density GPU halls require a much heavier electrical investment than traditional server environments. The move toward 800 VDC architectures often means new centralized rectifiers, specialized busways, redundant battery systems, and protection equipment that do not fit easily into legacy upgrade cycles. NVIDIA indicated that the value of power infrastructure per AI server rack could rise by more than 1,000% as deployments shift from current GB200-class systems to Vera Rubin CPX-class systems, sharply raising the capital threshold for participation. In practice, that means a single 1 MW GPU hall can demand the kind of electrical spending that previously supported a much larger conventional footprint, which slows entry by non-top-tier cloud operators. Compliance with standards such as IEC 61439 and UL 857 adds more engineering and testing work, which further favors suppliers and buyers with deeper technical teams. The GPU power infrastructure market, therefore, has strong demand momentum, yet part of that demand stays concentrated because many potential buyers cannot absorb the upfront replacement cost of the new power stack.

Other drivers and restraints analyzed in the detailed report include:

1. Hyperscale And Colocation Expansion Creates Structural Demand For GPU-Optimized Power
2. Modular Rapid-Deploy Power Blocks Address Brownfield Retrofit Constraints
3. Electrical Equipment Supply Chain Bottlenecks Constrain Deployment Timelines

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Solutions held an 83.19% share of the GPU power infrastructure market in 2025, reflecting how much of the initial spending still goes toward UPS arrays, transformers, switchgear, PDUs, centralized rectifiers, and related hardware during facility buildout. This part of the GPU power infrastructure market remains dominant because each major GPU generation forces operators to refresh large sections of the electrical stack rather than bolt on higher loads to older systems. In that environment, equipment procurement remains the first and largest capital decision, especially for hyperscale campuses where the electrical room is designed for staged expansion across multiple halls. The solutions base is also supported by the fact that facility-level power architecture now captures a larger share of technical complexity as conversion stages are centralized and rack densities rise. That keeps hardware contracts large, multi-phase, and closely tied to site commissioning schedules.

Services are projected to grow at a 20.57% CAGR from 2026 to 2031, making them the fastest-growing component of the GPU power infrastructure market, even though they start from a smaller base. Operators increasingly need support with commissioning, dynamic power management, digital twin use, and high-density load balancing, as many internal teams were built for conventional data center operations rather than AI-powered behavior. Vertiv highlighted its 4,000-plus field service engineers in its March 2026 Vera Rubin DSX announcement, which shows how service capacity is becoming a direct selling point beside product depth. This shift suggests that the GPU power infrastructure industry is moving toward a lifecycle model, where buyers increasingly value validated deployment support and ongoing operational tuning along with the equipment itself. It also means vendors with strong field organizations can deepen customer relationships after hardware delivery and widen their revenue mix over the forecast period.

Infrastructure-level power accounted for 46.53% of the GPU power infrastructure market in 2025, indicating that facility-edge systems still account for the largest share of value in current deployments. This layer includes medium-voltage switchgear, main distribution boards, facility-level UPS systems, generators, and the core conversion assets that anchor the entire electrical design. The GPU power infrastructure market has favored this architecture because every AI-ready data center must establish a reliable upstream power foundation before value can shift deeper into row or rack layers. The move toward 800 VDC reinforces that position by transferring more conversion and control responsibility into centralized rectifiers and busway-linked distribution systems. As a result, infrastructure-level power remains the primary design point and the main area where failure would affect the entire campus rather than a limited rack group.

Rack-level power is projected to grow at a 20.78% CAGR from 2026 to 2031, indicating how quickly value is also being built at the point of consumption within dense GPU clusters. NVIDIA's Kyber rack architecture distributes high voltage to each compute node via a high-ratio 64:1 LLC converter, elevating the rack interface to a major engineering specification rather than a routine component choice. That change expands the GPU power infrastructure market for intelligent rack-level conditioning, in-rack buffering, and tightly coordinated control between upstream power systems and compute nodes. Eaton's Beam Rubin DSX platform, introduced in March 2026, was framed as an end-to-end grid-to-chip power ecosystem, which reflects how vendors are responding to the need for coordinated design across all electrical layers. The practical outcome is not a loss of relevance for infrastructure-level assets, but a broader architecture contest in which both the facility edge and the rack edge capture more value than they did in conventional server environments.

Complete Report Scope:

• By Component
  • Solution
  • Services
• By Power Architecture
  • Rack-Level Power
  • Row/Pod-Level Power
  • Infrastructure-Level Power
• By Power Distribution Topology
  • Centralized
  • Distributed
• By Data Center Type
  • Hyperscale Data Centers
  • Colocation Data Centers
  • Enterprise Data Centers
  • Edge Data Centers
• By Geography
  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • Germany
    • United Kingdom
    • France
    • Italy
    • Rest of Europe
  • Asia-Pacific
    • China
    • Japan
    • South Korea
    • India
    • Southeast Asia
    • Rest of Asia-Pacific
  • South America
  • Middle East and Africa

Geography Analysis

North America held a 43.91% share of the GPU power infrastructure market in 2025, making it the largest regional base for current revenue. The region benefits from a dense cluster of hyperscale campuses, a strong presence of GPU cloud operators, and very large capital deployment programs centered on AI infrastructure. CoreWeave reported more than 1 GW of active power in the first quarter of 2026 and more than 3.5 GW of contracted power, underscoring the scale of current expansion pressure in the region. North America also faces the same conditions that are increasing demand for behind-the-meter support systems, as interconnection queue wait times have risen sharply over the past decade, and reform measures are still being implemented. That combination keeps the GPU power infrastructure market active across both campus-level buildouts and site-level investments in redundancy, power conditioning, and staged energization.

Europe remains an important part of the GPU power infrastructure market because AI-capable data center expansion is now more closely linked to energy policy, efficiency rules, and national digital strategies. Germany is central to this regional picture, since the federal government adopted its data center strategy in March 2026 with a target to double general data center capacity and quadruple AI-specific capacity by 2030. The same country recorded data center electricity consumption rising from 20 TWh in 2024 to 21.3 TWh in 2025, which points to a growing power burden even before the next wave of AI projects is fully built out. Germany's requirement for new data centers to source energy from renewables from 2027 adds another layer of infrastructure planning, because operators must align capacity growth with both power availability and compliance needs. These conditions support the GPU power infrastructure market in Europe, but they also make project timing and design choices more dependent on power sourcing strategy than in some other regions.

Asia-Pacific is projected to grow at a 21.46% CAGR through 2031, which makes it the fastest-growing regional segment in the GPU power infrastructure market. The region is being driven by sovereign AI programs, hyperscaler expansion, and a fast rise in per-rack power density across large data center markets. NTT stated in April 2026 that it plans to expand IT power capacity from 300 MW to 1 GW by fiscal year 2033, with its new AI-focused campus in Inzai and Shiroi targeting 250 MW of total IT capacity. Equinix also opened its first AI-ready data center in Chennai in September 2025 with an initial investment of USD 69 million and liquid-cooling-ready infrastructure for high-density GPU workloads. South America and the Middle East and Africa remain earlier-stage markets in the GPU power infrastructure market, but recent framework agreements and early campus investments show that AI-ready electrical capacity is beginning to extend beyond the largest established regions.

1. NVIDIA Corporation
2. Amazon Web Services, Inc.
3. Microsoft Corporation
4. Google LLC
5. Oracle Corporation
6. Advanced Micro Devices, Inc.
7. Intel Corporation
8. Dell Technologies Inc.
9. Hewlett Packard Enterprise Development LP
10. Super Micro Computer, Inc.
11. Lenovo Group Limited
12. CoreWeave, Inc.
13. Lambda Labs, Inc.
14. Alibaba Cloud
15. Equinix, Inc.
16. Digital Realty Trust, Inc.
17. Vertiv Group Corp.
18. Schneider Electric SE

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Rising AI Cluster Power Density in GPU Training Halls
  • 4.2.2 Shift Toward High-Voltage Rack-Level Power Architectures
  • 4.2.3 Expansion of Hyperscale and Colocation Capacity Built for Accelerated Computing
  • 4.2.4 Demand for Modular, Rapid-Deploy Power Blocks in Brownfield Retrofits
  • 4.2.5 Grid Interconnection Constraints Accelerating On-Site Power Conditioning Demand
  • 4.2.6 Utility Reliability Risk Increasing Multi-Layer Redundancy Investments
• 4.3 Market Restraints
  • 4.3.1 High Upfront Cost of High-Density Electrical Rooms and Backup Architecture
  • 4.3.2 Long Lead Times for Switchgear, Transformers, and High-Capacity UPS Systems
  • 4.3.3 Limited Availability of Skilled Commissioning and Power-Integration Labor
  • 4.3.4 Thermal and Spatial Constraints in Existing Facilities Restricting GPU Retrofit Scale-Up
• 4.4 Industry Value Chain Analysis
• 4.5 Technological Outlook
• 4.6 Impact of Macroeconomic Factors on the Market
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Buyers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Industry Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Component
  • 5.1.1 Solution
  • 5.1.2 Services
• 5.2 By Power Architecture
  • 5.2.1 Rack-Level Power
  • 5.2.2 Row/Pod-Level Power
  • 5.2.3 Infrastructure-Level Power
• 5.3 By Power Distribution Topology
  • 5.3.1 Centralized
  • 5.3.2 Distributed
• 5.4 By Data Center Type
  • 5.4.1 Hyperscale Data Centers
  • 5.4.2 Colocation Data Centers
  • 5.4.3 Enterprise Data Centers
  • 5.4.4 Edge Data Centers
• 5.5 By Geography
  • 5.5.1 North America
    • 5.5.1.1 United States
    • 5.5.1.2 Canada
    • 5.5.1.3 Mexico
  • 5.5.2 Europe
    • 5.5.2.1 Germany
    • 5.5.2.2 United Kingdom
    • 5.5.2.3 France
    • 5.5.2.4 Italy
    • 5.5.2.5 Rest of Europe
  • 5.5.3 Asia-Pacific
    • 5.5.3.1 China
    • 5.5.3.2 Japan
    • 5.5.3.3 South Korea
    • 5.5.3.4 India
    • 5.5.3.5 Southeast Asia
    • 5.5.3.6 Rest of Asia-Pacific
  • 5.5.4 South America
  • 5.5.5 Middle East and Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Vendor Positioning Analysis
• 6.4 Company Profiles (includes Global Level Overview, Market Level Overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share, Products and Services, Recent Developments)
  • 6.4.1 NVIDIA Corporation
  • 6.4.2 Amazon Web Services, Inc.
  • 6.4.3 Microsoft Corporation
  • 6.4.4 Google LLC
  • 6.4.5 Oracle Corporation
  • 6.4.6 Advanced Micro Devices, Inc.
  • 6.4.7 Intel Corporation
  • 6.4.8 Dell Technologies Inc.
  • 6.4.9 Hewlett Packard Enterprise Development LP
  • 6.4.10 Super Micro Computer, Inc.
  • 6.4.11 Lenovo Group Limited
  • 6.4.12 CoreWeave, Inc.
  • 6.4.13 Lambda Labs, Inc.
  • 6.4.14 Alibaba Cloud
  • 6.4.15 Equinix, Inc.
  • 6.4.16 Digital Realty Trust, Inc.
  • 6.4.17 Vertiv Group Corp.
  • 6.4.18 Schneider Electric SE

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment