The Urgent Infrastructure Needs in AI Development

The ability of the U.S. to maintain leadership in generative AI hinges on its infrastructure capacity to meet growing demands. Currently, about 3,000 of the 8,000 data centers worldwide are located in the U.S., with low vacancy rates, complicating the ability to accommodate new AI workloads. Existing data centers primarily support cloud workloads, making them ill-suited for the high-density energy requirements of AI tasks. Consequently, there is a pressing need for differentiated data centers and a reliable power supply, which poses significant logistical and political challenges.