Thermal Energy Storage For Artificial Intelligence (AI) Data Centers Market Report 2026

Thermal Energy Storage For Artificial Intelligence (AI) Data Centers Market Overview

• Thermal Energy Storage For Artificial Intelligence (AI) Data Centers market size has reached to $1.88 billion in 2025 • Expected to grow to $4.54 billion in 2030 at a compound annual growth rate (CAGR) of 19.3% • Growth Driver: Rising Adoption Of AI Workloads Fueling The Growth Of The Market Due To Efficient Cooling And High-Performance Support • Market Trend: Non-Flammable Cold Thermal Storage Systems Accelerate Grid Integration And Expand Computing Capacity • North America was the largest region in 2025 and Asia-Pacific is the fastest growing region.

What Is Covered Under Thermal Energy Storage For Artificial Intelligence (AI) Data Centers Market?

Thermal energy storage for artificial intelligence (AI) data centers is a system that captures and stores thermal energy for later use to manage heat generated during data processing. It helps maintain optimal operating temperatures by providing a reliable cooling solution. This technology improves energy efficiency and reduces the reliance on conventional cooling methods. The main technologies of thermal energy storage for artificial intelligence (AI) data centers include sensible heat storage, latent heat storage, and thermochemical storage. Sensible heat storage involves storing energy by raising the temperature of a solid or liquid medium, allowing data centers to manage thermal loads efficiently. Different cooling types involved such as liquid cooling and air cooling. Major deployment are on-premises data centers, colocation data centers, hyperscale data centers, and micro data centers. Multiple storage such as water, phase change materials, and ice, and they are used by several end-users such as cloud service providers, enterprises and corporate data centers, artificial intelligence (AI) research and high-performance computing (HPC) facilities, government and defense data centers, banking, financial services, and insurance (BFSI) data centers, telecom and information technology (IT) infrastructure operators, and others.

What Is The Thermal Energy Storage For Artificial Intelligence (AI) Data Centers Market Growth Forecast?

The thermal energy storage for artificial intelligence (AI) data centres market size is expected to see rapid growth in the next few years. It will grow to $4.54 billion in 2030 at a compound annual growth rate (CAGR) of 19.3%. The growth in the forecast period can be attributed to growing deployment of phase change materials and thermal batteries, rising demand for sustainable and carbon-neutral cooling solutions, increasing investments in ai-powered energy management platforms, expansion of edge and colocation data centres globally, and growing pressure to shift cooling demand to off-peak energy hours. Major trends in the forecast period include advancements in smart thermal storage optimization software, innovations in high-density liquid and immersion cooling integration, development of modular and distributed thermal storage units for edge sites, research and developments in next-generation storage media including composite pcm, and technology advancements in automated load balancing between thermal storage and hvac systems.

Global Thermal Energy Storage For Artificial Intelligence (AI) Data Centers Market Segmentation

1) By Technology: Sensible Heat Storage, Latent Heat Storage, Thermochemical Storage 2) By Cooling Type: Liquid Cooling, Air Cooling 3) By Deployment: On-Premises Data Centers, Colocation Data Centers, Hyperscale Data Centers, Micro Data Centers 4) By Storage: Water, Phase Change Materials, Ice 5) By End-User: Cloud Service Providers, Enterprises And Corporate Data Centers, Artificial Intelligence (AI) Research And High-Performance Computing (HPC) Facilities, Government And Defense Data Centers, Banking, Financial Services, And Insurance (BFSI) Data Centers, Telecom And Information Technology (IT) Infrastructure Operators Subsegments: 1) By Sensible Heat Storage: Water Based Storage, Molten Salt Storage, Concrete Storage, Brick Storage, Phase Change Material Based Storage 2) By Latent Heat Storage: Organic Phase Change Material Storage, Inorganic Phase Change Material Storage, Eutectic Salt Storage, Paraffin Wax Storage, Hydrated Salt Storage 3) By Thermochemical Storage: Adsorption Based Storage, Absorption Based Storage, Chemical Reaction Based Storage, Reversible Hydration Storage, Metal Hydride Storage

What Are The Drivers Of The Thermal Energy Storage For Artificial Intelligence (AI) Data Centers Market?

The rising adoption of AI workloads is expected to propel the growth of the thermal energy storage for thermal energy storage for artificial intelligence (AI) data centers market going forward. AI workloads refer to the compute?intensive tasks training, inference, and data processing executed by high?performance servers optimized for artificial intelligence and machine learning. The adoption of AI workloads is rising as many organizations, cloud providers, and hyperscalers are rapidly expanding AI?optimized infrastructure to support generative AI, large?model training, and other intensive compute services. Thermal energy storage for artificial intelligence (AI) data centers enhances AI workloads adoption by providing efficient cooling, reducing energy costs, and enabling high-performance computing. It ensures reliable operation, supports intensive AI processing, and improves overall data center sustainability. For instance, in April 2025, according to the International Energy Agency (IEA), a Paris?based intergovernmental organisation, global data centre electricity consumption is projected to more than double from about?415?TWh in 2024 to around?945?TWh by 2030, driven largely by AI?optimised workloads. Therefore, the rising adoption of AI workloads is driving the growth of the thermal energy storage for artificial intelligence (AI) data centers industry. The increasing adoption of cloud computing is expected to propel the growth of the thermal energy storage for artificial intelligence (AI) data centers market going forward. Cloud computing refers to the delivery of computing resources such as servers, storage, databases, networking, software, and analytics over the internet to offer faster innovation, flexible resources, and economies of scale. The adoption of cloud computing is driven by scalability, as it allows businesses to easily adjust computing resources based on demand and reduce infrastructure costs. Thermal energy storage for artificial intelligence (AI) data centers supports cloud computing by ensuring efficient cooling, reducing energy consumption, and maintaining optimal operating conditions for servers. It enhances reliability, performance, and scalability of cloud-based services. For instance, in December 2023, according to Eurostat, a Luxembourg-based government organization, 45.2% of enterprises across the European Union purchased cloud computing services, with 77.6% of large enterprises, 59% of medium-sized enterprises, and 41.7% of small businesses adopting cloud services. Therefore, the increasing adoption of cloud computing is driving the growth of the thermal energy storage for artificial intelligence (AI) data centers industry.

Key Players In The Global Thermal Energy Storage For Artificial Intelligence (AI) Data Centers Market

Major companies operating in the thermal energy storage for artificial intelligence (AI) data centers market are Siemens Energy AG, Johnson Controls International plc, Carrier Global Corporation, Trane Technologies plc, Energy Vault Holdings Inc., Antora Energy Inc., PLUSS Advanced Technologies Pvt Ltd., Steffes Corporation, MGA Thermal Pty Ltd., Electrified Thermal Solutions Inc., Sunamp Ltd., Exowatt Inc., Rondo Energy Inc., Malta Inc., Knode Pty Ltd., Nostromo Energy Ltd., EnergyNest AS, Advanced Cooling Technologies Inc., Kraftblock GmbH, Fourth Power Inc.

Global Thermal Energy Storage For Artificial Intelligence (AI) Data Centers Market Trends and Insights

Major companies operating in the thermal energy storage for artificial intelligence (AI) data centers market are focusing on developing advanced products, such as non-flammable cold thermal energy storage (CTES) systems, to expedite grid connection, increase computing capacity, and reduce deployment time and risk. Non-flammable CTES systems refer to energy storage solutions that use water as a medium to store and discharge cooling energy, providing a safe alternative to chemical batteries. For instance, in November 2025, Nostromo Energy, a US-based energy storage company, launched IceBrick360, a patented CTES system engineered specifically for high-demand data centers. It is designed to shift substantial cooling energy demand (10-30% of a data center's peak electrical load) to off-peak hours by charging when power is cheap and discharging stored cold energy during peak demand, enabling immediate load curtailment for the grid. It features a large 360TRh capacity per unit for major cooling loads, a 10-year warranty, over 20 years of daily use with virtually zero degradation, and automated integration with utility signals for demand-response markets.

Regional Insights

North America was the largest region in the thermal energy storage for AI data centers market in 2025. Asia–Pacific is expected to be the fastest-growing region in the forecast period. The regions covered in this market report are Asia-Pacific, South East Asia, Western Europe, Eastern Europe, North America, South America, Middle East, Africa. The countries covered in this market report are Australia, Brazil, China, France, Germany, India, Indonesia, Japan, Taiwan, Russia, South Korea, UK, USA, Canada, Italy, Spain.

What Defines the Thermal Energy Storage For Artificial Intelligence (AI) Data Centers Market?

The thermal energy storage for artificial intelligence (AI) data centers market consists of revenues earned by entities by providing services such as energy management, monitoring, optimization, retrofitting, technical support, and commissioning. The market value includes the value of related goods sold by the service provider or included within the service offering. The thermal energy storage for artificial intelligence (AI) data centers market includes sales of thermal storage modules, encapsulated storage units, and thermal energy containers. Values in this market are ‘factory gate’ values, that is, the value of goods sold by the manufacturers or creators of the goods, whether to other entities (including downstream manufacturers, wholesalers, distributors, and retailers) or directly to end customers. The value of goods in this market includes related services sold by the creators of the goods.

How is Market Value Defined and Measured?

The market value is defined as the revenues that enterprises gain from the sale of goods and/or services within the specified market and geography through sales, grants, or donations in terms of the currency (in USD unless otherwise specified). The revenues for a specified geography are consumption values that are revenues generated by organizations in the specified geography within the market, irrespective of where they are produced. It does not include revenues from resales along the supply chain, either further along the supply chain or as part of other products.

What Key Data and Analysis Are Included in the Thermal Energy Storage For Artificial Intelligence (AI) Data Centers Market Report 2026?

The thermal energy storage for artificial intelligence (ai) data centers market research report is one of a series of new reports from The Business Research Company that provides market statistics, including industry global market size, regional shares, competitors with the market share, detailed market segments, market trends and opportunities, and any further data you may need to thrive in the thermal energy storage for artificial intelligence (ai) data centers industry. The market research report delivers a complete perspective of everything you need, with an in-depth analysis of the current and future state of the industry.