McKinsey October 29, 2024
Soaring demand for AI-ready data centers offers many opportunities for companies and investors across the value chain. How quickly they grasp them could determine the pace at which AI is deployed.
The race is on to build sufficient data center capacity to support a massive acceleration in the use of AI. Data center demand has already soared in response to the role data plays in modern lives. But with the emergence of generative AI (gen AI), demand is set to rise even higher. And that is likely to presage a supply deficit.
As challenging as this could be, companies and investors along the entire data center value chain have an opportunity to help address the looming capacity crunch—if they understand...
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