Data Centers
AI has accelerated data center expansion into a race constrained by power, infrastructure and capital.
BloombergNEF helps decision-makers navigate this inflection by connecting data center infrastructure, power systems, and capital dynamics through integrated data, research, and analyst expertise.
Integrated view linking project-level data, power, capital and supply chains
System-level context across energy and finance
Access to analysts with 20+ years of experience in energy markets
Network of leaders across energy, policy, technology and finance
Unified view across power systems, policy, supply chains and capital providing insights into siting, investment and risk.
BloombergNEF maintains an asset-level database of the global data center fleet, tracking capacity, ownership and project status. BNEF models power demand based on pipeline visibility and infrastructure buildout.
BloombergNEF analyzes power markets, grid capacity, interconnection timelines and energy procurement dynamics to assess how data center demand is met and where constraints limit growth.
BloombergNEF’s data center research is made more robust through in-depth analysis into electrical equipment, cooling technologies, fuels and critical materials in order to assess infrastructure readiness, supply constraints and buildout timelines.
BloombergNEF’s extensive understanding of renewables, energy storage, nuclear, geothermal, carbon capture, hydrogen and biogas puts it in an ideal place to understand the economics and speed-to-power of solutions for data centers.
BloombergNEF analyzes policy, permitting, tariffs and regional market conditions to assess where data centers can be built and how regulatory frameworks shape siting and development.
Bloomberg’s coverage extends to credit, rates, commodities, and company-level exposure, allowing infrastructure and energy analysis to be contextualized within broader financing and valuation dynamics.