AI data centre market projected to hit $123bn by 2035

[StoneCold]

AI Data Center Market to Reach USD 123,596.19 Million by 2035 Amid Rapid Adoption of Generative AI, High-Performance Computing, and AI-Optimized Infrastructure - DC Market Insightswww.prnewswire.co.uk

Forecasts suggest the AI data centre market will grow massively over the next decade, driven by generative AI, HPC workloads, and specialised infrastructure. The shift from general-purpose cloud to AI-optimised environments is accelerating, with companies redesigning entire data centre architectures around GPUs, cooling, and power efficiency. This is a structural change, not a temporary trend.

Energy demand is going to be one of the biggest constraints here

[Falcon]

Cooling and power infrastructure will matter as much as chips. Hot hot hot. Need it for swimming baths and send it to old peoples homes

[ProperMadlad20]

We might see regional competition based on energy availability
This scale of investment suggests long-term confidence, not short-term hype

[GoldbergFan_X]

Also raises sustainability concerns that aren't fully solved yet

[Tracey]

We havent got the power here in the uk and what we do have costs the earth

[MiniElliot]

Same thing happened to me. Definitely worth picking up.

[Tara_66]

That is pretty much what I took from it too. The speed of the news cycle means most things get forgotten before they are properly resolved.

I will update this thread if anything significant changes

[MrRicardo]

The initial reporting on this was all over the place. Worth watching closely