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“if we also think that maybe the role of the AI spending is slowed because all suddenly we're seeing constituent push back and municipal push back on AI data center build...”
“Data centers consumed 176 terowatt hours of US electricity in 2023.”
“As for the data center AI market, they're entering a multi-year demand super cycle.”
“But looking forward to 2026, they still expect AI and server demand to continue to increase. So, not just stay at the current level, which is very high, but to actually continue to grow from here.”
“this is a booming market with forecasts suggesting that growth will continue for several years more.”
“the estimates were really really high right the forecasts were really high but as time is moving forward those estimates are being revised even higher.”
“So, data centers are buying everything they make.”
“Considered the rate limiting factors on the proliferation of AI has been the power supply to these large data centers. These companies pledged not to use the municipal power systems to power their data centers.”
“Some people in the industry are saying that the best place to build data centres in the very near future is going to be in orbit. And as it becomes more expensive to build data centres on Earth and more difficult to get enough energy to power them, the idea is gaining ground.”