Overview
- Arthur D. Little projects the internet economy to grow about 9.7% annually to 2030, lifting revenue from roughly €245 billion in 2025 to about €389 billion, driven by digitalization and rising AI use.
- Data-center IT connection power is forecast to reach around 3.7 GW by 2030, while demand could climb to as much as 12 GW, creating a three- to fivefold gap.
- The latest findings indicate a structural shortfall emerging from 2028 of at least 1 GW if the current build-out pace continues, with roughly €13 billion in yearly investment viewed as inadequate.
- About one-third of capacity sits in the Frankfurt region, where land, power constraints and local siting limits heighten concentration risks and could slow national growth.
- Industry group eco urges government measures to secure affordable baseload electricity and accelerate fiber deployment, warning that workloads may shift abroad and weaken digital sovereignty.