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Data Center Dynamics: AI and Energy Demand

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.
36:52

Podcast summary created with Snipd AI

Quick takeaways

  • The surge in demand for data centers, driven by AI's computational needs, necessitates innovative energy acquisition and infrastructure planning.
  • Advancements in energy-efficient technology, like DeepSeek's innovations, are becoming crucial for sustainable growth in the data center sector.

Deep dives

Growing Demand for Data Centers

The demand for data centers has surged, driven primarily by the increasing computational requirements of artificial intelligence applications. Companies are facing pressure to scale their data centers rapidly to meet the computing power needed for AI model training and deployment. This accelerates the shift towards AI-focused architectures that require enhanced cooling and power solutions, such as high-capacity IT racks. Industry leaders indicate that the ongoing transition in computing power needs significantly impacts how and where these data centers are constructed.

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