Cloud data center expansions drive upgrades in power and cooling supply chains. BBU lithium batteries and liquid cooling are key trends, offering growth opportunities for related suppliers.

Key Highlights

• Cloud providers expand data centers, upgrading power and cooling technology
• BBU lithium batteries, with higher efficiency and lifespan, gradually replace traditional UPS backup systems
• Major providers like Meta, AWS, Google, plus Tier-2 data centers adopt BBU
• Liquid cooling becomes a core feature in new AI data centers, supporting advanced thermal management
• Suppliers like Delta, LiteOn (power) and Cooler Master, AVC (thermal) benefit from rising demand
• Liquid cooling facilities and key components advance in design, driving industry tech progress

Table of Contents

1. Introduction
   • YoY Growth Rate of Combined CAPEX of Major Global CSPs
   • North American Hyper CSPs Are Expected to Primary Consumers of GB Rack Solutions
2. US Cloud Providers Will Focus on Expanding Data Centers in North America, Europe, and APAC; Their Data Centers Are Expected to Come Online During 2025-2027
   • US Cloud Providers Continue Their Global Data Center Expansions
3. Chinese CSPs Relatively Confined to Asia-Pacific for Expansions Due to Geopolitics; Telecom Operators Supported by Local Policies in Establishing Data Centers
4. CSPs' Expansions in Data Centers to Stimulate Development Opportunities for Corresponding Supply Chains
   • Comparison between UPS and BBU Systems

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