product1 distinct publisher
Power procurement now sets the calendar for AI compute
US data centres drew about 25GW in 2024, and BloombergNEF has them at 106GW by 2035. On that arithmetic, the question for anyone planning a cluster is when the megawatts arrive, not when the GPUs ship.
Publishers:datacenterdynamics.com
Reality
- Evidence58
- Adoption
- Insufficient
- Hype gap+24
- Incentives45
- Confidence47