SRI - The Strategy Quotient

Almost every dollar spent on AI data center capacity in North America is spent in one country. Of the $115.51 billion the regional market was worth in 2025, the United States accounted for $106.34 billion, roughly 92 percent. Canada followed at $6.94 billion and Mexico at $1.77 billion, with Costa Rica and Panama at about $0.11 billion each. That concentration is the starting point for anyone reading the forecast. The regional total is expected to reach $1.21 trillion by 2035, growing at 26.5 percent a year over 2026 to 2035, which works out to a market a little more than ten times its 2025 size. The midpoint is useful too: about $374.17 billion in 2030. Smaller markets, faster growth The growth rates tell a different story from the size ranking. The United States is projected to grow at 26.4 percent a year, close to the regional average. The smaller markets move faster: Country 2025 value CAGR United States $106.34B 26.4% Canada $6.94B 25.9% Mexico $1.77B 29.7% Costa Rica $0.11B 28.7%...

Ready meals and packaged snacks used to be a fallback. The figures now say they are a growth business in their own right: the convenience food market is put at USD 654.2 million for 2024 and USD 1,248.7 million for 2033, which is close to a doubling in under a decade at a 7.3% compound annual rate. A doubling, not a drift A 7.3% CAGR sounds modest until it compounds. Each year adds more in absolute dollars than the one before, and by the end of the period the market is adding well over USD 80 million of new demand annually. For suppliers, that means capacity decisions made now are sized for a noticeably larger market by the early 2030s. The regional split is uneven Asia Pacific grows fastest at 15% a year, roughly double the global average. North America follows at 12% and Europe at 9%, while Latin America (7%) and Middle East & Africa (5%) move more slowly. Put simply, the newest buyers are in Asia, while the largest existing spend still sits in the West. United States: the bigge...