From Minerals to Megawatts 2025

Page 10 of 39 · WEF_From_Minerals_to_Megawatts_2025.pdf

Data centre component breakdown by mineral (kgs per MW) FIGURE 4 Total minerals and metals mass per MW: ~60-75 metric tons Value chain contribution to global demand of minerals and metals (2035) Ga 6.0%Ge 2.4%Sn 1.2%Cu 0.9%Au 0.6%Co 0.5%Ag 0.4%Ni 0.3%AI 0.3%Li 0.1%Si 0.1%C 0.1%REEs 0.1%Fe 0.1%Backup power ~20-30% of minerals and metals used in data centres Generators, UPS (li-ion/lead-acid) Aluminium ~1,200 Cobalt ~40 Copper ~2,200 Gold <0.1 Graphite ~290 Iron ~14,000 Lead ~240 Lithium ~30 Nickel ~220 REEs ~0.2 Silicon ~10 Silver ~0.5 Tin ~2Servers and chips (compute ~12-16% of minerals and metals used in data centres CPUs, GPUs, memory, local storage Aluminium ~2,700 Cobalt ~2 Copper ~2,000 Germanium ~0.3 Gallium ~2 Gold ~1 Graphite ~5 Iron ~5,100 Lead ~15 Nickel ~35 REEs ~2 Silicon ~160 Silver ~5 Tin ~120Electrical systems ~15-20% of minerals and metals used in data centres Switchgear, PDUs,1 cabling Aluminium ~460 Copper ~3,500 Germanium ~0.1 Gold ~0.2 Iron ~9,900 Nickel ~70 REEs ~0.4 Silcon ~5 Silver ~1 Tin ~5Cooling systems ~35-45% of minerals and metals used in data centres CRAH/C,2 CDUs,3 chillers, cooling tower Aluminium ~6,700 Copper ~3,600 Gold <0.1 Graphite ~15 Iron ~18,000 Lead ~10 Nickel ~130 REEs <0.1 Silicon ~15 Silver <0.1 Tin ~0.1Networking and storage ~1-3% of minerals and metals used in data centres Network hardware and facility-level storage Aluminium ~260 Cobalt ~1 Copper ~280 Germanium ~0.1 Gallium ~0.3 Gold <0.1 Graphite ~1 Iron ~660 Nickel ~15 REEs ~1 Silicon ~20 Silver ~0.5 Tin ~10 High (>50%) Moderate (10-50%) Low (1-10%) Negligible (<1%) Notes: Based on a 2024 split of conventional (CPU or central processing unit-driven) data centres at 76% capacity vs. accelerated (GPU or graphics processing unit-driven) data centres at 24% capacity. 1 Power distribution unit. 2 Computer room air handler/conditioner. 3 Cooling distribution unit. Source: Bank of America Securities, IEA and Kearney analysis From Minerals to Megawatts: Building Resilience for EVs, Data Centres and Power Grids 10
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