By
Kelly Morgan
Mai Barakat
Filippo Bonanno
Soon Chen
Leika Kawasaki
Perkins Liu
Craig Matsumoto
Jonathan Schroth,
Pedro Schweizer
Dan Thompson
Stefanie Williams
December 17 2024 |
Market Insight
AI is having a major impact on the datacenter industry and energy utilities, as datacenter providers and customers seek to lock in access to large amounts of power that may be required to support AI adoption. However, even though adoption of generative AI and other types of AI is strong, it is difficult to know how much infrastructure will be required and when. Sustainability remains a key concern as well, and a top question is whether AI infrastructure will lead to extended lives for coal-fired power plants and the construction of additional gas-fired power plants. Overall, AI requirements will continue to impact the industry, and datacenter demand will remain strong, but there could be major shifts in datacenter design and location, and some proposed facilities could be canceled or postponed.
Datacenter Services & Infrastructure