Real Assets Investments Blog - Versus Capital

Powering the Future: The Data Center Boom and Its Growing Energy Demands

Written by Versus Capital Investment Team | Mar 19, 2025 4:08:36 PM

Artificial intelligence and industrial expansion are fueling unprecedented power demand, with U.S. data center capacity estimated to grow 10% annually through 2030. By then, data centers alone will require an additional 18 GW of power capacity—equivalent to adding three New York Cities to the U.S. power grid.

Data centers have become highly attractive to investors. Beyond the facilities themselves, significant investment opportunities lie in other parts of the data center value chain, such as green-power generation, modular edge solutions, and advanced cooling technologies.

These emerging areas remain untapped by many mainstream investors but present compelling potential for long-term earnings growth.

The Versus Capital Real Assets Fund (VCRRX) incorporates investments in digital and energy infrastructure. If you’re an RIA seeking to diversify client portfolios with these real asset investments, we welcome you to contact us today.

Note: Investing involves risk and principal loss is possible. Distributed by Foreside Funds Distributors LLC.