The increasing demand for artificial intelligence has led to a surge in the need for data centers to power AI and cloud computing. One new data center is being established approximately every three days. This rapid expansion has caused shortages in essential components required by data centers. Initially, there was a chip shortage, particularly high-end AI chips by Nvidia, but now the focus has shifted to other critical components like cooling systems necessary for the operation of supercomputers within the data centers.
As the demand for artificial intelligence grows, so does the need for more facilities to power it—namely, data centers. Data centers can take years to build because they require particular conditions, including cooling centers, ample electricity and real estate. Now, because of the AI boom, there’s a shortage of some of the key elements that data centers need. WSJ reporter Tom Dotan tells host Alex Ossola about what this means for the future of AI. Plus, startup Exowatt was created to power data centers via solar energy, and it’s already raised millions from investors. WSJ climate finance reporter Amrith Ramkumar talks about how the technology works.
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