BBU Power Supply for AI Server Analysis Report： the market for AI servers is expected to reach US$1.93 billion in 2030

BBU, or battery backup unit, is an important component of AI servers. BBU has broad application prospects in AI servers. It can not only ensure the normal operation of AI servers in the event of power outages, but also improve the stability and reliability of the system. In addition, with the continuous advancement of new energy technologies and cost reduction, the reliability and economy of BBU will be further improved.

According to the latest report of the QYResearch research team, "BBU Power Supply for AI Server- Global Market Share and Ranking, Overall Sales and Demand Forecast 2025-2031", the global BBU power supply market for AI servers is expected to reach US$1.93 billion in 2030, with a compound annual growth rate of 39.5% in the next few years.

Figure. Global BBU Power Supply for AI Server Market Size (US$ Million), 2019-2030

Source: QYResearch, "BBU Power Supply for AI Server- Global Market Share and Ranking, Overall Sales and Demand Forecast 2025-2031”

Figure. Global BBU Power Supply for AI Server Top 15 Players Ranking and Market Share (Ranking is based on the revenue of 2023, continually updated)

Source: QYResearch, "BBU Power Supply for AI Server- Global Market Share and Ranking, Overall Sales and Demand Forecast 2025-2031”

According to QYResearch Top Players Research Center, the global key manufacturers of BBU Power Supply for AI Server include Super Micro, Delta Electronics, Atemitech, FSP Group, Dynapack, STL Technology, LITE-ON TECHNOLOGY, Power Tank Energy, AcBel Polytech, Jiangsu Azure Corporation, etc.
In 2023, the global top 10 players had a share approximately 68.0% in terms of revenue.

Main driving factors: The surge in demand for AI computing power has driven server power increases (e.g., Nvidia Blackwell GPU single-chip power consumption reaches 2700W), prompting BBU power supplies to develop towards high power density (single battery cell power increased from 60W to 150-200W) and high reliability; BBU has advantages over traditional UPS such as distributed deployment flexibility, high power conversion efficiency (loss is more than 30% lower), and long life (5-10 years), which accelerates its penetration in data center scenarios; at the policy level, data center energy efficiency requirements are increased under the "dual carbon" goals, and the high-efficiency and energy-saving characteristics of BBU are in line with the low-carbon trend; domestic substitution is accelerating, and domestic companies (such as Weilan Lithium Core and Xinwangda) have broken through technical barriers through full-pole ear technology and customized production to seize market share.
Main obstacles: AI chip iteration cycle is short, BBU needs to quickly match new computing platforms (such as NVL72 rack shipment delays); battery cell technology upgrade pressure is high, and needs to meet higher energy density (2.0Ah to 4.0-5.0Ah evolution) and extreme working conditions stability requirements; international giants (Samsung, etc.) still have first-mover advantages in the high-end market, and domestic manufacturers face patent barriers and supply chain cost pressures; macroeconomic fluctuations (such as geopolitical conflicts) may suppress cloud vendors’ capital expenditures and affect the release of BBU demand.
Industry development opportunities: The requirements for power continuity in AI large-scale model training and inference scenarios have increased, and the value of BBU as a "millisecond-level emergency power supply" has become more prominent. It is estimated that the global AI server BBU market size will reach 35.1-45.5 billion yuan in 2025; the popularization of high-voltage direct current (HVDC) power supply architecture has promoted the combined application of BBU and supercapacitors (such as Delta's Power Rack solution) to optimize the power supply efficiency of data centers; domestic manufacturers have accelerated global market penetration through technology iteration (such as the unit price of Blue Lithium Core 21700 battery cells exceeding 21 yuan/piece) and overseas customer expansion (Megmeet entered NVIDIA's supply chain); the acceleration of global AI investment (such as the US$500 billion and EU 200 billion plans) will drive data center construction and provide long-term growth space for BBU.

About The Authors

Analyst: Ran xinrong
Email: ranxinrong@qyresearch.com
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The main analyst of this report: Ran
Email: ranxinrong@qyresearch.com
Has 2.5 years of industry research experience, focusing on research in the fields of communications and related industry chains, including 5G, 5G-A related, switches, CPO, routers and CPE, Metaverse and its communication networks, optical fiber cables and other topics and extended research.
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