Switched On Data Center Dynamics: AI and Energy Demand
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Mar 5, 2025 Mark Daly, head of technology and innovation at BloombergNEF, guides a panel featuring notable guests. Steven Carlini from Schneider Electric discusses cutting-edge cooling solutions for energy-hungry data centers. Will Conkling of Google shares insights on renewable energy procurement strategies. Kleber Costa from AES Corporation addresses the challenges of growth in data centers. Lastly, Darwesh Singh from Bolt Graphics talks about GPU advancements that boost efficiency. They unpack how the rising demands from AI are reshaping energy management in this tech landscape.
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Hyperscaler foresight
- Schneider Electric observed hyperscalers planning massive data centers years ago, exceeding the typical 20 megawatts.
- This shift coincided with NVIDIA's A100 GPUs, marking a turning point in density demands.
The Infrastructure Bottleneck
- Google's increasing AI integration, coupled with broader grid demand growth, created an infrastructure bottleneck.
- This dynamic period arose from mismatched technology development and infrastructure timelines.
Navigating Energy Volatility
- The energy sector's volatility, seen with Enron and shale gas, is familiar territory for AES.
- Despite uncertainty in demand projections, the industry is adapting and partnering with hyperscalers.