US Data Center power consumption is projected to double by 2030, driven by Generative AI training demands. To adapt to space and power limitations, GenAI vendors are shifting model training to the edge for better latency and customization. Simultaneously, data center developers are increasing capacity and adopting energy-efficient designs and cooling methods. This transition will sustain revenue growth for data center developers and create opportunities for network operators, tower companies, and semiconductor manufacturers.
Distributed GenAI Training: Opportunities for New Builds, Edge Sites, and Semiconductors
Published: May 09, 2024