From data centers to semiconductors, digital infrastructure powers the technology economy. We advise leaders on capital strategy, monetization, AI infrastructure and operational resilience—so growth is disciplined, scalable and built to last.

Digital infrastructure and hardware

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AI is redrawing the data center map

AI demand is surging. Learn how leaders are balancing speed, power and resilience across the data center ecosystem.

Overview

Build the infrastructure that runs the future

Technology moves fast, but speed alone doesn't win. What sets leaders apart is execution—decisions made with clarity, platforms designed to scale and operations built to adapt as markets shift. As AI, cloud and automation reshape industries, technology infrastructure companies sit at the center of change. We help you navigate complexity, modernize foundations, and turn disruption into sustained advantage.

Video 29/01/26

Data Center Solutions: From Plan to Operate | PwC at CES

At CES 2026, PwC showcases end-to-end data center solutions that help organizations plan, build, and operate critical infrastructure at scale. Learn how PwC combines demand forecasting, automated build tools, and security insights to turn complex data center decisions into clear, actionable outcomes.

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Market trends

200 GW

By 2030, global data center capacity could reach 200 GW

Source https://www.pwc.com/gx/en/industries/technology/semiconductor-and-beyond.html
$791B

Global semiconductor sales surged to $791.7B in 2025, up 25.6% from the prior year

Source https://www.semiconductors.org/global-annual-semiconductor-sales-increase-25-6-to-791-7-billion-in-2025/
98%

By 2029 AI-enabled share of PC shipments is expected to rise from 30.2% in 2024 to 98.2% in 2029

Source: Huang Linn. “Worldwide AI-enabled PC Forecast, 2025-2029.” IDC. March 2025.
$3.4B

Is the average US monthly data center construction spend

Source https://www.census.gov/construction/c30/historical_data.html

Subsectors

The backbone of the digital economy

Cloud. AI. Streaming. It all runs on data centers. We work with developers, operators, investors, and suppliers to tackle the challenges of scaling infrastructure—balancing capacity, efficiency, and resiliency in a market that never slows down.


The chips behind next-wave growth

Semiconductors sit at the heart of every technology trend—from AI and cloud computing to EVs and IoT. But the industry faces intense pressure around supply chain resilience, geopolitical shifts, and accelerating innovation cycles. We help semiconductor companies strengthen operations, navigate complexity, and stay ahead of demand in a rapidly evolving market.

Build resilience into every link

Global supply chains and network operations are under constant pressure—disruptions, demand volatility, and rising complexity are the new normal. We help technology infrastructure companies strengthen supply chains, optimize network operations, and build the resilience needed to deliver reliably at scale.

Design and deliver at the speed of innovation

Engineering excellence is the engine behind technology infrastructure. From product development to systems integration, we help companies accelerate engineering cycles, improve collaboration, and bring solutions to market faster. Build smarter, move quicker, and stay ahead of the competition.

Scale AI that transforms your business

AI is reshaping how technology infrastructure companies operate, from design and engineering to customer experience and decision-making. We help you move beyond pilots to deploy AI at scale, with the governance and strategy to drive real, measurable outcomes.

Technology built for scale and speed

Hardware companies help turn digital demand into real-world performance. From equipment, devices, and components to the systems that connect them, these businesses face constant pressure to innovate, scale operations, and respond to shifting market needs. We help hardware companies strengthen operations, sharpen strategy, and navigate supply chain, pricing, and growth challenges in a market defined by speed and complexity.


Capabilities

Scale data centers with discipline

AI demand is reshaping capital intensity across data centers, semiconductors and digital infrastructure. Growth requires more than expansion—it calls for disciplined capital allocation, utilization-aligned contracts and clear visibility into supply constraints.

We advise on site strategy, incentives, financing structures, performance-based pricing and portfolio prioritization—so you can scale AI infrastructure while aligning return on invested capital with long-term enterprise strategy.

Build resilient, AI-ready supply chains

AI-driven demand has reshaped semiconductor, memory, networking and power ecosystems. Capacity allocation risk, geopolitical volatility and energy constraints are now structural realities. We help hardware and digital infrastructure companies redesign supply chains, scenario-model demand swings, rationalize manufacturing and planning systems, and strengthen supplier resilience—improving predictability, lowering run costs and enhancing operational visibility at scale.

Make every deal and investment count

Digital infrastructure is changing and scaling rapidly. Expansions, joint ventures, acquisitions, carve-outs and data center buildouts carry long payback horizons and integration complexity. Capital deployment decisions shape competitive positioning for years to come.

We support transaction strategy, due diligence, integration, accounting, reporting and tax complexities, and performance tracking and portfolio review—so capital can be deployed toward higher-return opportunities while managing risk and operational disruption.

Modernize your digital core

Scalable performance depends on a modern, integrated enterprise core. Many infrastructure and hardware companies operate fragmented finance, billing, and manufacturing systems that limit visibility and agility. We help simplify architectures, standardize operating models and enhance data integration—reducing cost-to-serve while strengthening control, scalability and decision speed.

Break down data silos

Your data holds answers, but only if it's connected. We help you unify data across systems, modernize your analytics capabilities, and embed data-driven decision-making across your organization. Clarity drives advantage.

Unleash the power of AI—responsibly

AI is more than a tool. It's a business enabler. We help you deploy AI at scale, embedding it across operations, decision-making, and innovation. But technology alone isn't enough. We also help you upskill teams, build AI-ready leadership, and create a workforce that embraces new ways of working. The result: faster decisions, accelerated innovation, and a tech-powered organization built for the future.

Strengthen cyber resilience

Digital infrastructure is mission-critical. Cyber resilience, data sovereignty, IP protection and AI governance are central to maintaining market confidence and regulatory alignment.

We help organizations strengthen security architectures, enhance operational resilience, refine governance frameworks and embed responsible cybersecurity practices—so innovation and ecosystem expansion can move forward with confidence.

Forge strategic alliances fast

No company succeeds alone. Ecosystems define competitive advantage in digital infrastructure and hardware. Hyperscalers, foundries, OEMs and energy providers shape demand, supply, and margin structure. We advise on joint ventures, ecosystem positioning, pricing structures and alliance governance—helping you align incentives, protect intellectual property and expand into adjacent markets while maintaining strategic control.

Reinvent monetization models

Traditional pricing approaches may not protect margin or support renewable growth. Usage volatility, customer concentration and rising compute and energy costs are resetting economics across digital infrastructure and hardware sectors.

We help redesign pricing structures, align contracts to utilization and performance, evaluate customer and product mix and strengthen profitability analytics—so revenue models evolve alongside demand.

Optimize infrastructure performance

Power availability, energy cost volatility, and utilization risk are redefining infrastructure economics. Leaders must balance capacity growth with operational efficiency and societal expectations.

We advise on demand modeling, asset performance optimization, energy strategy evaluation, and KPI alignment—helping you improve performance predictability while positioning infrastructure investments for long-term competitiveness.


Insights


“Rapidly accelerating demand, supply chain disruptions, and geopolitical shifts are the new normal. We help digital infrastructure companies build the resilience to thrive—no matter what comes next.”

— Meredith Strong,Partner, TMT Infrastructure Leader, PwC US

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Dallas Dolen

Technology, Media and Telecommunications Industry Leader, PwC US

Meredith Strong

Partner, TMT Infrastructure Leader, PwC US

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