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How AI is reshaping the data center industry

AI is driving unprecedented demand for capacity, speed and innovation. As modular edge and AI data centers surge in importance, traditional construction approaches have been unable to keep pace.
of data center operators report a shortage of experienced construction teams (1)
94
%
of data center operators report a shortage of experienced construction teams (1)
of projects have seen key equipment lead times increase, with over one-third of those delays stretching 12 weeks or more (1)
80
%
of projects have seen key equipment lead times increase, with over one-third of those delays stretching 12 weeks or more (1)
of new data center capacity growth is now driven by AI needs (2)
70
%
of new data center capacity growth is now driven by AI needs (2)

Increased demand for data centers and faster construction

The boom in AI technologies like generative AI has placed immense pressure on the data center industry. Operators must not only expand capacity swiftly, but also upgrade existing facilities at record speeds to meet soaring data and power demands.
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Shortage of skilled labor

Simultaneously, the industry faces a critical shortage of skilled workers. Traditional on-site construction is becoming unsustainable, as labor bottlenecks and project delays mount, jeopardizing deadlines and raising costs.

Increased power requirements

AI-driven data centers consume far more power, pushing the boundaries of traditional energy infrastructure. Meeting these energy-intensive demands requires innovative systems that balance power usage with sustainability targets. Higher rack densities and emerging liquid cooling technologies are reshaping facility design, albeit with added complexity.
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Balancing growth with carbon reduction goals

The rapid expansion of data centers conflicts with industry-wide carbon reduction commitments. Operators must find ways to scale sustainably, ensuring that growth doesn't come at the expense of environmental responsibility.