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AI Infra Market Bulletin – Jul. 30, 2026

Last Modified

2026-07-30

Update Frequency

Biweekly

Format

PDF

Grid bottlenecks drive AI data centers to BTM power. Next-gen AI liquid cooling boosts thermal content per rack.

Key Highlights

Grid Bottlenecks: Delays make Behind-the-Meter (BTM) key for AI centers.
Power Shift: Tech moves inside server rooms via SST, 800VDC, and VPD.
Thermal Upgrades: Liquid cooling adoption boosts per-rack content value.
Long Visibility: Power and cooling vendors hold multi-year order backlogs.

Table of Contents

TrendForce’s View
Power Industry Updates
- Estimated Regional Distribution of Deferred-Risk Capacity among North American CSPs to 2030
Thermal Industry Updates

<Total Pages: 6>

North American Data Center

Sector: AI Server / Data Center

Tag: GPU Rack Liquid Cooling AI Infrastructure Data Center Power Solid State Transformer CSP Market Bulletin Power Demand Supply Chain

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