McKinsey’s $7 Trillion Data Center Forecast: What It Means for FSP Customers

TL;DR: What This Means for FSP Customers

  • McKinsey's estimate puts global data center spending at $7 trillion by 2030. Power and thermal equipment is the pacing item, not capital.
  • McKinsey reports North American lead times that reach 80 weeks for medium-voltage switchgear and 50 weeks for transformers.
  • Hyperscale buyers rank reliability (9.1), spec compliance (9.0), and on-time delivery (8.9) highest. They now also expect co-engineering and execution readiness.
  • Chip roadmaps set equipment requirements years ahead. Supplier engagement starts at the design stage, and buyers favor pre-integrated, pre-tested systems over individual components.

To read the complete deep dive and explore the full market analysis, view the original report at McKinsey & Company.