According to recent industry forecasts, annual shipments of energy storage systems tailored for AIDCs (Artificial Intelligence Data Centers) could reach 20 times the 2024 level by 2030. This explosive growth is primarily driven by the surging demand for AI computing power, which significantly increases data center energy consumption and, in turn, raises the need for highly reliable and fast-response energy storage solutions. To ensure stable power supply, reduce operational costs, and meet green energy transition goals, an increasing number of data centers are deploying advanced storage technologies such as lithium-ion and flow batteries. Additionally, supportive policies, technological advancements, and economies of scale have substantially lowered storage costs, accelerating commercial adoption in AIDC applications. Experts note that the coming years will be critical for the AIDC energy storage market to transition from pilot projects to large-scale deployment. Companies across the supply chain are actively positioning themselves to capture this high-growth opportunity. By 2030, the global AIDC energy storage market is projected to exceed $10 billion, becoming a key enabler at the intersection of next-generation power systems and digital infrastructure.
据行业最新预测，到2030年，AIDC（人工智能数据中心）配套储能系统的年出货量有望达到2024年水平的20倍。这一迅猛增长主要源于AI算力需求的爆发式上升，带动数据中心能耗激增，进而对高可靠性、高响应速度的储能系统提出更高要求。为保障电力稳定供应、降低运营成本并满足绿色能源转型目标，越来越多的数据中心开始部署锂电、液流电池等新型储能技术。此外，政策支持、技术进步及规模化效应也显著降低了储能成本，加速其在AIDC场景中的商业化落地。专家指出，未来几年将是AIDC储能市场从试点走向大规模部署的关键阶段，产业链上下游企业正积极布局，以抢占这一高增长赛道。预计到2030年，全球AIDC储能市场规模将突破百亿美元，成为新型电力系统与数字基础设施融合发展的核心支撑之一。
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