AI Inference boom will trigger a 500% data center supply deficit by 2030
Iron Mountain, in partnership with Structure Research has issued their top 4 predictions for the impact of AI on Global Data Infrastructure. The predictions look at what shifts companies can expect to see in the market over the next five years.
In the three years since ChatGPT launched, generative and agentic AI have become ubiquitous. Investment in GPUs and data centers is soaring, leading to significant changes in infrastructure and organizational adoption.
1. Data Center Demand Will Exceed Supply by Over 500% by 2030
Across the industry, hyperscaler capital expenditures are projected to reach $375 billion this year, a 36% increase from 2024. Half of this investment is spent on servers and GPUs, the other half is spent on data center capacity.This rapid growth will cause a massive supply deficit. Annual global demand will reach nearly 90 GW by 2030. This demand is expected to exceed available supply by as...
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