Why building two data centers a week won’t fix AI’s bottleneck
The AI race is now firmly underway, and those lacing up their running shoes have become fixated on two variables – power and compute, but no one is talking about the third and it's the one that decides who gets there first.
By the end of the year, the top five hyperscalers – Meta, Apple, Microsoft, Amazon, and Alphabet (Google) – will have collectively invested around $600 billion on AI-enabling infrastructure like data centers, with some estimates suggesting that as many as two data center facilities are coming online every week to keep pace with demand.
In the US alone, there are now more than 3,000 data centers in operation, with a further 1,500 already in development.
And almost none of them may deliver on its promise, because we are building cities without roads. The conversation around AI infrastructurestill tends to start and...
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