Wednesday, September 3, 2025

Goldman Sachs Cautions That AI Bubble Might Impact Data Center Growth • The Register

🌐 The AI Datacenter Boom: A Double-Edged Sword 🔍

Forecasts show that global datacenter capacity is set to soar by 50% by 2027, primarily driven by the explosive growth of AI. However, energy consumption in this sector may double by 2030, raising crucial sustainability concerns.

Key Insights:

  • Current capacity: 62 GW, with AI workloads growing from 13% to 28% by 2027.
  • Major tech firms are in a frenzy, fearing disruption while strategically investing.
  • Datacenter spending matches the scale of mid-sized economies, with Amazon investing over $100 billion annually.

🔋 Power Utilization Projections:

  • Datacenter power usage expected to rise 165% globally by 2030.
  • AI infrastructure will demand groundbreaking advancements in hardware, with configurations escalating from 8 to 576 GPUs per server.

Analysts remain cautious about potential market weaknesses, emphasizing the need to monitor AI adoption closely.

💡 Engage! What’s your take on this AI boom and its environmental implications? Share your thoughts!

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