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According to McKinsey & Company estimates, global investment in artificial intelligence and cloud computing will reach 6.7 trillion US dollars between 2025 and 2030. Among them, IT equipment accounted for “only” 4.4 trillion US dollars; the total labor, material, and land costs for data center construction were 1 trillion US dollars; and the investment in electrical machinery and equipment and optical fiber networks was close to 1 trillion US dollars. Notably, McKinsey's estimate does not cover investment plans announced by regulated utilities for the next five years — these companies are expected to invest $1.1 trillion to meet the increase in demand for electricity brought about by the development of artificial intelligence, and this cost will eventually be passed on to electricity users. Furthermore, the estimate did not take into account two key investments driven by the demand for artificial intelligence: one is a planned $50 billion new gas pipeline project, and the other is a private transmission project worth tens of billions of dollars. At the same time, this estimated data may also underestimate the billions of dollars in additional expenses generated by tech giants to build on-site power generation facilities themselves. Equipment manufacturers such as Eaton, General Electric Energy, Schneider Electric, and Verdi Technology have also announced that they will spend billions of dollars to expand their plants to expand the production capacity of power and cooling equipment.

智通財經·01/06/2026 09:25:03
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According to McKinsey & Company estimates, global investment in artificial intelligence and cloud computing will reach 6.7 trillion US dollars between 2025 and 2030. Among them, IT equipment accounted for “only” 4.4 trillion US dollars; the total labor, material, and land costs for data center construction were 1 trillion US dollars; and the investment in electrical machinery and equipment and optical fiber networks was close to 1 trillion US dollars. Notably, McKinsey's estimate does not cover investment plans announced by regulated utilities for the next five years — these companies are expected to invest $1.1 trillion to meet the increase in demand for electricity brought about by the development of artificial intelligence, and this cost will eventually be passed on to electricity users. Furthermore, the estimate did not take into account two key investments driven by the demand for artificial intelligence: one is a planned $50 billion new gas pipeline project, and the other is a private transmission project worth tens of billions of dollars. At the same time, this estimated data may also underestimate the billions of dollars in additional expenses generated by tech giants to build on-site power generation facilities themselves. Equipment manufacturers such as Eaton, General Electric Energy, Schneider Electric, and Verdi Technology have also announced that they will spend billions of dollars to expand their plants to expand the production capacity of power and cooling equipment.