工业洞察-2025年第一季度：工业技术与工程产品（英）

I n d u s t r yI n s i g h t s–Q 1 2 0 2 5 Learn More Executive Summary Overview 73% of surveyed executives indicate generative AIwill be used to optimize their business models The integration of artificial intelligence (AI) is driven by organizations seeking to capturecompetitive advantages and optimize operations. Leading tech companies, such as theMagnificent Seven, continue to increase budgets for investment in cloud computing tobetter understand internal and external data and make decisions from those learnings.Organizations with higher-quality data and standardized processes can leverage AI toimprove efficiency and quality control, accelerate R&D and significantly reduce go-to-market timing. Blackstone expects $1 trillion to be spent on buildingnew data centers in the U.S. over the next five years Growth of AI creates the necessary expansion of data center facilities to store andhandle large volumes of data needed to train and validate models. It also facilitatesexpansion of sub-industries supplying critical infrastructure components and services.Providers of data center climate solutions and liquid cooling solutions are seeingmassive demand increases to address the rising heat requirements of high-performancecomputing (HPC) solutions. The average vacancy rate of primary data centermarkets fell to a record-low 2.8% in 2024 The global data center cooling market is expectingstrong growth at a compound annual growth rate of14.5% through 2032 OpenAI, SoftBank and Oracle announced a joint venture to invest up to $500B in AIinfrastructure over the next four years, amid a boom in demand for AI computing. Read More Management of heating, ventilating and air-conditioning systems is a critical component of datacenter infrastructure, addressing the complex and ongoing challenges of climate control solutions. Read More Liquid cooling technologies have emerged as an innovative solution for heat removal and ensurethe productivity of high-density computing systems at data centers. Read More Economic Corner – Trends in Data Centers The expansion of data center facilities is adirect result of the new generation of AI Data center facilities are indispensable formanaging, processing and storing largevolumes of data Tech leaders, such as Amazon, Microsoft andOracle are pouring significant investment intodata center facilities to expand infrastructureand support AI and cloud technologies Continued expansion of data center facilitiesdrives the development of criticalinfrastructure components to support theenergy requirements of these facilities Rising costs, forecasting capacityrequirements and the improvement ofequipment energy performance are the topconcerns of data center operators Economic Corner – Trends in Data Center Climate Control Global Data Center Cooling Market Size – 2024–2032 Advancements in data center climatecontrol are necessary to address the heatgeneration of cloud computing and AI Data center climate control addresses the needfor efficient cooling solutions due to thesubstantial heat dissipation generated fromHPC and new chip designs Approximately 80% of data centers utilizeroom-based cooling methods, indicatingwidespread adoption of conventional coolingsolutions Innovation of cooling solutions is necessary toaddress rising costs; 50% of data centeroperating expenses are attributable to energyconsumption Recent Data Center Cooling M&A Activity – 2024 One example of these innovations, liquidcooling systems, offers higher efficiencies andmanages the heat generated from HPC,compared to air-based systems Economic Corner – Trends in AI and Manufacturing AI in Manufacturing Market – 2024–2032 AI integration is transformingmanufacturing processes by reducingcosts and enhancing efficiency andproduct innovation By leveraging machine learning, robotics anddata analytics, manufacturers can predictmaintenance needs, optimize supply chains,minimize downtime and create optimalproduction environments Approximately 77% of 369 surveyedmanufacturers have integrated AI into theiroperations, while 82% intend to increasebudgets for AI spending in 2025 Leading AI Applications Utilized by Manufacturing Organizations – 2024 Increased automation capabilities inmanufacturing processes will require anadaptable workforce equipped with specializedtraining to operate and maintain AI-enabledequipment and systems Select Experience in the Industrial Technology Sector Selected Case Studies CSi Palletising is a provider ofend-of-line and multi-linepalletizers, case transport andpallet handling systems, as wellas integration services, specialistin-house software and a full-suiteof aftermarket services. Thecompany supports a diverserange of industries, helpingcustomers enhance their materialhandling operations throughworld-class palletizing solutions. TAPCO is a manufacturer,distributor and national serviceprovider of intelligenttransportation systems thatcreate safer, smarterintersectio