Bain & Company projects $5 trillion to $6.5 trillion of data center spending to add nearly 150 gigawatts of compute capacity by 2030, nearly tripling global capacity in five years. Power, semiconductors, skilled labor, and permitting are simultaneously constrained, and lead times mean decisions today set capacity years out. For financial institutions, the concentration of capital deployment and concurrent bottlenecks in power, chips, and labor create layered counterparty and supply-chain risks across infrastructure investments.
428 other tracked developments touching the same claims.