Maximizing ARPU beyond OPEX in AI Data Centers

Maximizing Average Revenue Per User (ARPU) in AI data centers is crucial, and solely focusing on cutting operational expenses (OPEX) might not suffice. The significant energy consumption in data centers, particularly from GPUs, is a point of concern. While AI is expected to optimize energy use, there are doubts about its actual impact on reducing energy consumption. Renny Haas, Arm's CEO, predicts that AI data centers will contribute to 20% of global energy usage, sparking debates on the green aspect of AI operations.