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Beyond compute: Infrastructure that powers and cools AI data centers

McKinsey examines the power and cooling equipment that forms the backbone of data center infrastructure, arguing that as AI data center demand grows, innovation and on-time supply of this technology will become increasingly critical. The piece looks at the industrial supply chain enabling AI capacity.

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The data center balance: How US states can navigate the opportunities and challenges

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The cost of compute: A $7 trillion race to scale data centers

McKinsey projects that data centers could require roughly $6.7 trillion of capital investment worldwide by 2030 to keep pace with demand for compute, with about $5.2 trillion of that for AI-capable facilities. It breaks down the spend across chip and hardware developers, power and cooling suppliers, and builders.

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The state of demand for commercial real estate

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Investing in housing: Unlocking economic mobility for Black families and all Americans

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