US Markets
Home›US Markets›Sectors›Data center power demand is rising, boosting cooling e…
Data center power demand is rising, boosting cooling equipment sales
U.S. electricity demand rose 10% from 2005 to 2025 and is expected to jump 60% from 2025 to 2045, a trend that can further increase cooling needs for new AI data centers.
Yahoo Finance highlights how accelerating electricity demand for AI data centers is pushing the market beyond power delivery and into cooling. The outlet notes U.S. electricity demand increased 10% between 2005 and 2025, and is expected to rise 60% between 2025 and 2045, with AI contributing to the step change.
As AI workloads run on high-power computers in data centers, the resulting heat makes cooling critical for operations. Yahoo Finance points to the scale of power use in data centers, describing how Elon Musk built a power plant to support Space Exploration Corporation data centers.
The article frames Trane Technologies and Carrier Worldwide as beneficiaries of that shift, citing their focus on cooling as demand grows alongside power requirements for new AI infrastructure. It also explains that cooling demand is being driven by terrestrial data centers, which it says still have to be built despite proposals for space-based sites.