The wicked problem delivering data center capacity in an uncertain world

The major global technology firms are investing heavily to meet the expected demand for Artificial Intelligence (AI). Between them, the major hyperscalers have pumped billions of dollars into the AI revolution, with significant recent increases in infrastructure funding.

It is estimated that demand for electronic services will double (and may triple) the size of the data center industry over the next ten years. It will require an estimated 38GW of new capacity for generative AI alone by 2028.

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