How the AI boom is boosting paint maker PPG's sales: its specialized gray coatings serve critical functional needs and total $3M to $8M per data center, per JLL

Data center construction costs rise by up to $8M per facility due to specialized fire- and static-resistant coatings.

PPG, a paint manufacturer, is experiencing increased sales driven by the demand for specialized gray coatings in the construction of data centers. These coatings are engineered to provide critical functional benefits, including resistance to fire, rust, and static electricity. According to JLL, the cost of these specialized coatings for a single data center can range from $3 million to $8 million. The technology sector's rapid expansion, particularly the boom in artificial intelligence, is fueling the need for new data center infrastructure, which in turn is driving demand for PPG's niche products.

The demand for advanced coatings in data center construction highlights a growing trend of specialized material requirements driven by the needs of AI infrastructure. These are not just aesthetic choices but essential components for ensuring the safety, longevity, and operational integrity of highly sensitive and power-intensive facilities. The significant per-facility cost indicates that the underlying technology's growth directly translates into substantial, high-value supply chain opportunities for manufacturers like PPG.

This trend suggests that as AI workloads continue to expand, the market for specialized construction materials designed for extreme environments will likely see further growth. Companies that can offer niche solutions addressing specific technical challenges, such as fire suppression or electromagnetic interference shielding, are well-positioned to benefit. Investors and industry observers should monitor how other material science companies are adapting to meet the unique demands of the expanding digital infrastructure sector.