SemiAnalysis β’ 8990 implied HN points β’ 13 Mar 24
- The demand for AI clusters is stressing datacenter capacity and posing challenges for power supply, especially for training with GPUs needing high-speed networking.
- The accurate forecast of datacenter power demand associated with the growth in AI infrastructure is essential to plan for necessary infrastructure enhancements and power supply improvements.
- Factors like electricity costs, stability of energy supply, and carbon emissions will determine which countries can emerge as leaders in supporting the energy-intensive AI datacenter boom.