Living Up to the Hype
We are witnessing the largest and fastest growth of digital infrastructure of all time. Based on the updated Infrastructure Masons State of the industry report, 41GW has been added to the pipeline over the last 12 months and our industry is facing significant challenges to keep up. According to many industry insiders, this number will double again in 2025. Based on the activity in the last year, our industry is on track to double data center capacity globally in two years and triple in five. This is not a trend. It is a tsunami and it continues to build.
My first question is why? What changed? What is driving this unprecedented growth?
My second question is what does it mean to our industry? What should infrastructure players and providers plan for? What’s real? What’s hype? What do we bet on? What do we avoid? How do we pull this off?
The AI Playing Field
To answer these questions we first need to understand the playing field.
There are two key AI Infrastructure Players – Hyperscalers and everyone else.
There are two key AI Users – Individuals and Enterprises.
There are two key AI Use Cases – Training and Inference.
There are two key AI Risks – Private Data and Sustainable Growth.
The difference between the trends of the past and the AI boom is adoption.
