A.T. Kearney Inc. (Minato-ku, Tokyo, Representative: Takefumi Harigaya) has released an article titled "Are Supply Chains Limiting Your Ability to Capitalize on the Data Center Boom?" which examines supply chain challenges in the data center market. The article indicates that while data center facility capacity is expected to more than double from the current 19GW to 40GW by 2030, the extended lead times for key equipment, including generators and transformers, are impacting the timing of revenue generation for data center-related players and value creation for PE investees. Specifically, generator lead times have increased from less than 20 weeks before the pandemic to 40-85 weeks currently, and transformer lead times have reportedly extended from 5 weeks to over 70 weeks. To address these supply constraints, the article points out the need to shift relationships with suppliers from "transactional" to "strategic partnerships" and to manage on a portfolio basis rather than on a project basis. More Than Double to 40GW by 2030, Construction Market Projected at $359 Billion - Responding to Supply Constraints is the Challenge The global data center construction market is expected to grow from $218 billion in 2023 to $359 billion by 2030. Facility capacity is also projected to more than double from the current 19GW to 40GW by 2030. The article mentions that these projections may be conservative, considering that some companies plan to increase their capacity tenfold during the same period. Furthermore, Nvidia anticipates that approximately $1 trillion will be invested in AI-driven data center upgrades alone over the next four years, creating significant opportunities for players across the value chain as hyperscalers and enterprise customers demand large-scale, high-performance construction projects. However, supply constraints are acting as a bottleneck, limiting value creation for PE investees, the article points out. Therefore, it is recommended that investors such as