The rapid development of artificial intelligence and the use of modern reasoning models – AI systems with step-by-step decision-making logic – have led to a significant data centre boom in the United States. The increasing demand for computing power requires huge investments in cooling systems, electrical engineering and other infrastructure. According to forecasts, the total capacity of US data centres could grow to 80 gigawatts by 2030.

A total of 177 data centre projects are currently under construction or in the planning stage in the USA, representing an investment volume of around USD 195 billion. Regions such as Virginia, Louisiana and Texas offer ideal locations for data centres due to their sufficient resources. Meta, for example, is building a new data centre in Louisiana with an investment of around USD 10 billion, while the Stargate project – launched by OpenAI, Oracle, MGX and SoftBank – plans to invest in the construction of 10 new data centres worth around USD 100 billion over the next four years.

These developments open up promising foreign trade prospects for European companies. In particular, companies involved in cooling solutions and technical equipment for data centres can benefit from the high demand. The Hamburg-based company Stulz, for example, is utilising its expertise in cooling solutions and is opening its third production site in the USA this year in response to the dynamic market. Other giants in the industry such as Siemens, Schneider Electric and ABB are also investing in new production facilities to provide components such as switchgear and power distribution systems directly on site.

The continuous development of reasoning models and the associated infrastructure requirements are not only driving the expansion of US data centres, but are also strengthening the international competitiveness and exports of European technology companies.

Source: GTAI (in German)