Data Center Frontier's founder and Editor at Large Rich Miller has delivered his annual article containing his top data center industry forecasts, predictions and insights for the year ahead.
Of chief concern is how the AI boom will ripple through the digital infrastructure sector in 2024, impacting the availability of data center space, the supply chain, and factors of pricing, cooling, power and design.
Since our industry coverage at DCF throughout the year will frequently refer back to this forecast, we've decided to enumerate all eight themes throughout several podcast episodes this month.
For this episode, we read down the article's themes 3 through 5:
3. Pricing for AI Capacity Will Continue Higher
4. Supply Chain: Relationships Matter More Than Ever
5. More Momentum for Modular
"Artificial intelligence is hot," writes Miller. "So hot that the AI boom is creating a resource-constrained world, driving stupendous demand for GPUs, data centers and AI expertise. All three are likely to be in short supply, but none so much as wholesale data center space. This is the trend that dominates our annual forecast."
Read the full forecast: The Eight Themes That Will Shape the Data Center Industry in 2024