Dell expects AI to drive 75% of data-center demand by 2030

Dell $DELL expects AI to account for approximately 75% of all data-center demand by 2030, requiring an estimated additional 200 GW of power capacity.
The company believes roughly half of that opportunity sits within markets where Dell is particularly well positioned, including neocloud providers, sovereign AI infrastructure and enterprise deployments.
Dell estimates the broader opportunity at more than $1 trillion, highlighting the enormous infrastructure requirements associated with scaling AI compute over the remainder of the decade.