Saad Ullah
⬤ Global data centre capacity will rise by roughly fifteen percent each year from 2023 through 2027 moving from a little above forty gigawatts to almost eighty gigawatts. Even so that build out will still fall short of the faster rising demand for artificial intelligence hardware. The Americas will keep the top spot for new capacity, while Asia-Pacific and Europe-Middle East-Africa regions post steady year-to-year gains.
⬤ The shortfall exists because AI demands far more servers, power plus high-end cooling than ordinary cloud work. Training a model and then running it for users needs racks packed with specialised chips that draw multiple times the energy of standard gear. Firms like NVIDIA sit at the centre of this surge, since cloud providers but also large enterprises buy more of their processors as AI workloads multiply.
⬤ The widening gap between what AI needs and what data centres can deliver becomes a hard ceiling for the worldwide AI economy. New halls will keep opening in every region - yet limits on land, power as well as equipment will decide where those halls appear, how fast an AI service can grow and which national markets move ahead first.
⬤ The core point - because AI use expands faster than bricks-and-mortar capacity, the shortage of data centre space will remain a top force guiding global technology trends for the next few years.
Saad Ullah
