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AI: Datacentre Gold Rush

  • The rise of artificial intelligence is reshaping digital infrastructure, necessitating AI supercomputers with specialized hardware in data centers to handle power density and cooling needs.
  • Power consumption is projected to double by 2030 due to AI workloads, with AI-focused data centers expected to draw around 90 TWh annually by 2026.
  • AI is becoming a core focus in data center design globally, with North America leading in large deployments followed by Europe and Asia.
  • AI data centers require GPU accelerators, liquid cooling solutions for high-power densities, and ultra-high-bandwidth networks for connectivity.
  • Liquid cooling technologies are crucial for efficiently removing heat and reducing energy consumption in AI data centers.
  • AI data centers demand robust power infrastructure, with megawatts of power provisioned for IT gear and backup systems to ensure uninterrupted operation.
  • Networking in AI data centers is vital for handling large neural network training jobs spread across thousands of GPUs with low latency, requiring specialized high-bandwidth interconnects.
  • Scenario planning for AI data centers includes best-case, moderate, and conservative outcomes based on AI adoption and technological advancements.
  • Private equity investment strategies in AI data centers should prioritize technical expertise, sustainable design, and diversification of customer mix while adapting to changing market dynamics.
  • Operational excellence and resilient strategies are key for private equity firms to navigate the challenges and opportunities in the evolving AI data center landscape.

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