Part 1 - Data Center Prediction for 2024: GPUs consume 3-4x More Power, Data Center Pricing Rose 16% in 2023, Will Rise Another 10%-15% in 2024
Digital Realty, Equinix, Meta, NVIDIA, Google
Readers, our clients have been increasingly talking about "Unconstrained demand" in the AI industry. This refers to current situation where the demand for AI-related products and services is not limited or restricted by available supply or capacity. In other words, there is an overwhelming and growing desire for AI technologies, applications, and services, and the industry is struggling to keep up with this insatiable demand.
Our research indicates that NVIDIA has a commitment of $80 billion worth of GPUs for 2024 and 2025. Mark Zuckerberg said that by the end of 2024, the company's computing infrastructure will include 350,000 H100 graphics cards.
To house all these GPU’s, attempts to quantify data center demand often fall short because they underestimate the true extent of the need for AI technologies. In this Part 1 of Data Center 2024 Prediction Series, we will go through:
MegaWatts Comparison of the energy for traditional Intel / AMD CPUs vs. NVIDIA GPU
Projected Data Center Capacity in US + Hyperscaler - Meta as a Case Study
New Data Center Construction and Expansion
“colo” Providers who have AI experience will dominate in 2024-2026
We predict,