세계 및 중국의 AI 데이터센터 시장(2025년) : 전개와 전망

The report highlights AI data center expansion by U.S. and Chinese CSPs. U.S. firms scale globally and invest more at home, while Chinese firms expand with self-developed chips, but both prioritize energy stability going forward.

Key Highlights:

• U.S. CSPs are accelerating global AI data center deployments with a trend toward integrated compute and energy, while Chinese CSPs pursue a dual-track model led by BBAT and the three major telecoms.
• Energy availability, grid stability, and policy environments have become critical in site selection, with power costs and regulatory collaboration shaping investment pace and deployment.
• U.S. CSPs commit single-project investments ranging from tens to hundreds of billions of dollars, scaling to gigawatt-level capacity to support AI and HPC demand.
• Chinese CSPs, backed by national policies, are advancing self-developed chips and sovereign cloud strategies, maintaining core domestic builds while expanding overseas.
• High-voltage direct current (HVDC) power architectures are gradually replacing traditional models, becoming essential to support gigawatt-scale compute and reduce energy consumption.

SAMPLE VIEW

Table of Contents

1. Introduction

• Major US-Based CSPs Continue to Deploy AI Infrastructure Worldwide, Aiming to Gain a Competitive Edge in Computing Power

2. Leading North American CSPs Are Actively Transitioning to GW-Scale AI Data Centers, with Energy-Related Considerations Becoming Critical for Future Site Selection

• Google's Strategy for North America Primarily Involves Establishing Numerous Sites Across the Country, While Its Mittenwald Project in Germany Is Canceled Due to Energy Supply Issues
• Investment Target of Meta's Hyperion Supercomputing Project Has Been Raised Significantly to US$50 Billion in Response to US Government's Needs

3. Oracle Pushes Forward with the First Sovereign AI Project in the US and Relies Heavily on NVIDIA's GPUs for Infrastructure Build-Out

• In Next Three Years, Starget Is Targeted to Reach 7GW, with Oracle Providing Over 5.5GW of Capacity

4. NVIDIA Has Announced Investment in OpenAI to Strengthen Its GPU Server Influence in the Cloud AI Market

5. Chinese CSPs Expand Data Centers in Emerging Markets Simultaneously under Geopolitics and Guidance of National Policies

• Aggressive Construction of Domestic and Overseas Data Centers by Chinese CSPs BBAT

6. Three Major Chinese Telecom Operators Actuate Localized Servers and Data Centers as Key Advocators for National Policies under Demand for Sovereign Cloud and Public Construction

• Chinese Telecom Operators Responsible for Establishment of National Projects as Key Actuators of China's Server and AI Market

7. Ongoing Involvement in AI Data Centers among US and Chinese CSPs to Generate Development Opportunities for Power Infrastructures (e.g. HVDC)