Artificial intelligence (AI) is propelling the U.S. data center market, driving a projected 8.6% compound annual growth rate (CAGR) in water demand from 2025 to 2030. New hyperscale facilities and an expansion of co-located (i.e., third-party owned) data centers are driving cooling demands, placing pressure on local utilities. Innovation and technological advancements are creating more efficient, less water-intensive systems. However, the continued use of traditional cooling systems is set to sustain water-related opportunities for industrial water management providers (e.g., treatment equipment, hardware, monitoring).
Bluefield’s team of water experts tracks the emerging trends and strategies influencing industrial water management. The market landscape is changing—from corporate sustainability strategies to emerging industry trends influencing water management. This quarterly review includes a brief overview of recent events and factors impacting companies across the value chain.
In this Quarterly Analysis:
- Data center growth creates business opportunities for industrial water solution providers
- Water-as-a-service® (WaaS®) model earns impressive wins this quarter
- Industrial water M&A slows
- Manufacturing expansions are mixed amid economic uncertainty
