{"@context":"https://neupai.io/schema/v0.2","@type":"StructuredNewsArticle","identity":{"article_id":"skhynix_20260929_ai-datacenter-power-cooling","canonical_url":"https://news.skhynix.co.kr/ai-infrastructure-insight-ep3/","ai_url":null,"publisher":{"name":"SK하이닉스 뉴스룸","domain":"news.skhynix.co.kr","type":"online"},"author":"unknown","published_at":"2026-09-29T23:59:03.000Z","updated_at":null,"language":"en","article_type":"analysis","originality":"self_produced"},"content":{"headline":"[AI Infrastructure Insight] Why Have Power and Cooling Become the New Challenges for AI Data Centers?","summary":"Power demand and thermal management in AI data centers are emerging as key constraints on performance and scalability. According to forecasts from the IEA and McKinsey, data center power consumption is expected to more than double by 2030, making cooling technology and energy efficiency a new axis of competition in AI infrastructure.","topics":["AI infrastructure","data centers","power","cooling","energy efficiency"],"geography":["KR","US","FI","GLOBAL"],"entities":[{"name":"International Energy Agency (IEA)","canonical_id":"org:xx:gsosokosgg-iea","type":"organization","role_in_article":"primary_subject","metadata":{"ticker":null,"parent":null}},{"name":"McKinsey","canonical_id":"org:us:mc-kinsey","type":"organization","role_in_article":"source","metadata":{"ticker":null,"parent":null}},{"name":"Uptime Institute","canonical_id":"org:us:uptime-institute","type":"organization","role_in_article":"source","metadata":{"ticker":null,"parent":null}},{"name":"Google","canonical_id":"corp:us:google","type":"company","role_in_article":"mentioned","metadata":{"ticker":"GOOGL","parent":"corp:us:alphabet"}},{"name":"Haminan Energia","canonical_id":"corp:fi:haminan-energia","type":"company","role_in_article":"mentioned","metadata":{"ticker":null,"parent":null}},{"name":"Hamina","canonical_id":"location:fi:hamina","type":"location","role_in_article":"mentioned","metadata":{"ticker":null,"parent":null}}],"claims":[{"id":"c1","statement":"The International Energy Agency (IEA) analyzed that global data center power consumption reached approximately 415TWh in 2024, accounting for about 1.5% of global electricity consumption","as_of":"2024","as_of_explicit":true,"as_of_raw":"2024","source_type":"research_paper","comparison":null,"type":"fact","figures":{"value":415,"unit":"TWh","approximate":true,"converted":null},"expiry_hint":null,"insight":null},{"id":"c2","statement":"The IEA forecast that global data center power consumption could more than double to approximately 945TWh by 2030","as_of":"2030","as_of_explicit":true,"as_of_raw":"by 2030","source_type":"research_paper","comparison":"previous_year_same_period","type":"estimate","figures":{"value":945,"unit":"TWh","approximate":true,"converted":null},"expiry_hint":"2030-12","insight":{"analyst_name":null,"analyst_affiliation":"국제에너지기구(IEA)","confidence":"medium","forecast_horizon":"2030","sentiment":"neutral","reasoning":"Overall data center power demand is expected to surge due to increased power consumption by accelerated servers driven by AI proliferation"}},{"id":"c3","statement":"The IEA projected that power consumption by accelerated servers, closely tied to AI proliferation, would grow at an average annual rate of 30% from 2024 to 2030","as_of":"2024-2030","as_of_explicit":true,"as_of_raw":"from 2024 to 2030","source_type":"research_paper","comparison":null,"type":"estimate","figures":{"value":30,"unit":"%","approximate":false,"converted":null},"expiry_hint":"2030-12","insight":{"analyst_name":null,"analyst_affiliation":"국제에너지기구(IEA)","confidence":"medium","forecast_horizon":"2030","sentiment":"neutral","reasoning":"Rising demand for high-performance accelerated servers due to growing AI workloads is expected to increase power consumption by an average of 30% annually"}},{"id":"c4","statement":"McKinsey forecast that about 75% of the expected increase in U.S. electricity demand over the next decade will come from data centers","as_of":"2026-2036","as_of_explicit":false,"as_of_raw":"over the next decade","source_type":"industry_estimate","comparison":null,"type":"estimate","figures":{"value":75,"unit":"%","approximate":true,"converted":null},"expiry_hint":"2036-12","insight":{"analyst_name":null,"analyst_affiliation":"맥킨지","confidence":"medium","forecast_horizon":"long_term","sentiment":"neutral","reasoning":"Data center expansion in the U.S. is analyzed to be a major driver of increased power demand"}},{"id":"c5","statement":"McKinsey's analysis found that if the current pace of construction continues, newly built data centers will require approximately 30GW of power annually","as_of":"2026","as_of_explicit":false,"as_of_raw":"annually","source_type":"industry_estimate","comparison":null,"type":"estimate","figures":{"value":30,"unit":"GW","approximate":true,"converted":null},"expiry_hint":null,"insight":null},{"id":"c6","statement":"In the Uptime Institute's 2025 Global Data Center Survey, 82% of respondents said their facility's highest-density rack was below 30kW, while some cabinets were confirmed to exceed 100kW","as_of":"2025","as_of_explicit":true,"as_of_raw":"2025","source_type":"research_paper","comparison":null,"type":"fact","figures":{"value":82,"unit":"%","approximate":false,"converted":null},"expiry_hint":null,"insight":null},{"id":"c7","statement":"Haminan Energia stated that heat recovered from Google's data center could cover about 80% of local district heating demand","as_of":"2026","as_of_explicit":false,"as_of_raw":"2026","source_type":"company_disclosure","comparison":null,"type":"fact","figures":{"value":80,"unit":"%","approximate":true,"converted":null},"expiry_hint":null,"insight":null}],"ai_emotional_context":{"valence":0.1,"arousal":0.4,"primary_emotions":[{"emotion":"concerned","intensity":0.6},{"emotion":"skeptical","intensity":0.3}],"secondary_emotions":[{"emotion":"vigilant","intensity":0.4}],"emotional_triggers":[{"claim_id":"c2","emotion":"concerned","reason":"significant_negative_metric"},{"claim_id":"c4","emotion":"concerned","reason":"uncertainty"}]},"image":{"url":"https://onjblseywainslkhvkav.supabase.co/storage/v1/object/public/article-images/5bec47a6-0399-41d7-88ea-55a409ebf1f0.jpg","alt":"파란 조명이 흐르는 서버랙 복도를 배경으로 'AI Infrastructure Insight' 문구가 표시된 데이터센터 이미지","caption":null,"source":"og_image","alt_status":"auto"}},"provenance":{"source_chain":["primary_reporting","research_paper","industry_estimate"],"original_source_url":null,"related_articles":[]},"temporal":{"freshness":"recent","next_update_expected":null},"access":{"license":"neupai_standard","attribution_required":true,"structured_data":"free","full_text_available":false,"full_text_access":null}}