Evolving Cloud Ecosystem and Power Demands in Data Centers

This chapter explores the expansion of the cloud ecosystem and the surge in power, space, and connectivity requirements driven by centralized cloud services and AI technologies, with a focus on the significant investments by tech giants like Amazon, Microsoft, Google, and Facebook. It delves into the challenges faced by data centers due to escalating demands of power from GPU servers, the necessity of outsourcing data center construction, and the exploration of regions with cheaper power sources like Iceland and Scandinavia. The conversation also delves into the strategic priorities of hyperscalers in Cloud Wars 1.0 and 2.0, the dominance of NVIDIA in designing AI-focused GPU clusters, and the sustainability concerns regarding the industry's ability to meet the growing demand for these power-intensive technologies.