According to Omdia's Vlad Galabov, AI will dramatically impact global data centers, driving over 50% of capacity and 70% of revenue by 2030. Predictions include self-generating power for data centers becoming necessary, 1 trillion in annual capital expenditures by 2030, and a shift toward physical infrastructure investments. As power and cooling needs rise, AI's influence is shaping a future with substantial infrastructure investment and increased compute capacities to support technological advancements in the industry.
"As compute densities and rack densities climb, the investment in physical infrastructure accelerates. We expect a consolidation of server count where a small number of scaled-up systems are preferred to a scaled-out server strategy."
"By 2030, over 35 GW of data center power is expected to be self-generated, making off-grid and behind-the-meter solutions no longer optional for those looking to build new data centers."
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