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Like landslides, electric thirst information centers, shopping centers and football fields, have become Suburban staples in some places. But when Microsoft pulled the plug Last month, in Planned Information Centers in Ohio, Naskent Information Center Boom was added to questions. A wells Fargo sheet last Monday To say that some information centers planned by Amazon web services are added to market concern.
But it may be finished before the bust begins. If there is something, some information center projects come in a “break” in a powerful spending environment.
“We continue to see a AI placement with the data center market, which strengthens the EI placement and long-term growth of the data center market,” said, Ohio-Based Information Center Supplier Giordano Albertazzi Verb A winning call last week. 22% of his sharing week ended.
Amazon and Nvidia both once again confirmed last week The data center market remains strong.
“There is a really important change,” Kevin Miller said at a conference organized by Amazon’s Global Information Centers, the Hamm Institute for American.
This does not mean strategic thinking about the fact that the AI market needs to be developed and when the progress needs to be digested. Than six weeks this year, China DeepSeek, President Trump, which started at the scene, 500 billion dollars of $ 500 billion dollar stargate initiative and concerns about the tariffs and trade wars were eliminated.
“All this has created a scenario where the data central industry is taking a bit of a break,” said Pat Lynch, commercial real estate company CBRE information center solutions for information center solutions. “I think it’s a temporary break,” the project pipeline and Huni remained important and CBRE continues to implement the transactions. “When I think of great AI training models, I remain optimistic about the future student,” Lynch said.
Microsoft has invested $ 1 billion in the same area planned by Intel to OHIO-based information centers, but the schedule slowed down.
“After looking at the carefully, we will not move forward to our plans to establish information centers on Licking County sites. We will continue to evaluate these sites in accordance with our investment strategy,” Microsoft told CNBC.
Among all the last week’s UBS report, all possible explanations for the abolition of the Information Center, Microsoft’s AI whip is likely to reset the most meaningful projects. He noted that Microsoft’s leased Capex has been $ 175 billion for two years for two years. “Microsoft received the potential for the leased data center as possible in 2022-2024 and now has the ability to eliminate some parts of the early staged projects.” Ubs wrote. “Added the report:” We find the least support for the “demand Lull ‘explanation.”
Anat Ashkenazi, Alphabet CFO described the cloud supply-requested environment as “intense” The most recent gain Thursday. “We could see variability in the cloud growth rate, depending on the placement of capacity in each quarter,” he said. “We look forward to placing higher capacity by the end of 2025.”
“We do not see the retreat from the demand, but we redistribute a strategic again.” The most important players say that this year, it plans to spend more than $ 300 billion with Microsoft, Google, Meta and Amazon connected to the AI infrastructure. And he says he does not include both other great players, but also Openai and Oracle, both Participates in the Stargate project.
“It’s not a bust, it is especially changing the deck in an environment, which is in the lop and strategic, along with power, water and soil,” he said. Long-term enterprise Adoption AI requirements and information center will require demand in the next ten years. “We are not even in the first shootout,” he said.
The vital of power data centersHowever, data centers are not plug-and-game operations that require a large amount of electricity for calculating strength and fans to keep the infrastructure cool. Generative AI Adoption Early experience will be strengthened to strengthen the latest users in the need for a scale application, low delays, high-efficient data centers, but need time for the expected data center square footage.
“The size of the new data centers is so sharp, because the network cannot continue,” he said. Three years ago, a large data center was 60 megawatts – 20,000 was enough to provide the house, but now new data centers are required to support 500 megawatts or more to support all the use of artificial intelligence.
In the use of electricity, it is measured in supply and infrastructure with the electricity of production and transportation of production and transport. Data centers create a unique problem for utilities, which can also provide power to all customers during the peak demand period. “Therefore, some utilities quoted the long-one waiting period for data centers,” he said. “Utilities need to be invested in new substations and can also expand transmission and generations, all of them are required,” he said.
CBRE has seen that in 2024, organizing 2% of the 2022 portfolio and lynchin, and Lynch, Lynch, this information center builders are looking for plenty of power. Georgia, Texas and Ohio are looking for all this and do not have a network or infrastructure power in an area, should be able to be a fast scale.
“It is attractive to customers with great power existence in 36 months,” Lynch.
Datacenters.com reports that three percent of the world’s power has already been closed in data centers.
Schurt shows that the magic rock information is a large number of power to meet the request – often. 8,760 hours of the year, the network is under stress for only one part. “If we can relieve the demand in the grid of up to 100 to 500 hours, long each other can be shortened,” he said.
There is an important difference between some PAUSS SACKAGEVA, which investigates the development of McKinsey & Company’s data center and explores an EBB and a “major technology companies.
The latest McKinsey modeling covering the effects of tariffs is expected to be in the range of 20% and more than seven years of the data central market, but there will be a change in growth in growth year. “It will not be this line.”
Tariff changes will present new price pressures between the AI and data center supply chains, especially on the horizon.
“These violations will increase the cost of apparatus and require work to re-operate the long-term procedures of employees,” John Archer, the head of the head and supply of the head of the SLALOM advice. In a short time, the AI and cloud providers must re-train the costs reduction strategies such as supplier contracts and inventory.
“Long-term, geographical diversification and tariff friendly regions are expected to adapt to the policy of developing a deep integration of AI-based supply chain analysts,” Archer. Archer.
A factor that is not changed is that it is currently a public company, a public company for the AI program and the AI program and the hardware, preparing power solutions for Suresh Venkates’s data collections. “Explosion in the EU, the AI, unlike everything we are settled in this amount, this volume is resolved to require compute strength,” he said. “Although a data center project can hit a wall, others are likely to spring, because there is no sign of the connection,” he said.
