The physical infrastructure requirements of AI — particularly the GPU clusters required for training and inference at commercial scale — drove unprecedente... read more
The physical infrastructure requirements of AI — particularly the GPU clusters required for training and inference at commercial scale — drove unprecedente...
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The physical infrastructure requirements of AI — particularly the GPU clusters required for training and inference at commercial scale — drove unprecedented data center construction commitments in 2025. The global data center market is projected to grow from $263 billion in 2025 to $613 billion by 2033, with AI workloads accounting for the majority of incremental demand. Power availability emerged as the primary constraint on expansion timelines.
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