Analysts: Hyperscale vs. Colo Data Center Capacity Trends Favor Cloud; Trillion Dollar AI Infrastructure Spend Expected
Data Center Frontier, August 12, 2024
Assessing the latest data center, cloud and AI industry forecasts from Synergy Research Group and Dell'Oro Group.
Data Center News Roundup: Construction Market Expected to Soar, HBM Shortage in Focus
DataCenter Knowledge, August 9, 2024
The construction market is expected to reach $416 billion in the next eight years, while a shortage of HBM chips might hinder the industry's expansion.
In AI Arms Race, Data Centers Are the Table Stakes for Hyperscale Players,
Data Center Frontier, August 8, 2024
The recent tech selloff has analysts wondering about returns on AI investments. Cloud builders and global investors say their huge spending on digital infrastructure is an essential down payment on a game-changing technology.
CBRE: Most Data Center Markets Face Low Supply, Construction Delays, Power Shortages In Wake of AI
Data Center Frontier, July 29, 2024
CBRE's Global Data Center Trends 2024 analysis sees a continued worldwide power shortage as significantly inhibiting the global data center market's growth.
Below is a compilation of recent industry news on the global data centers sector. Please note: the views and opinions expressed are those of the authors and do not necessarily reflect the position of PGIM Real Estate.
U.S. Data Center Report - Midyear 2024
JLL, August 27, 2024
Opportunities and challenges for the data center sector.
How data centers and the energy sector can sate AI's hunger for power
McKinsey & Company, September 17, 2024
The growth of data centers and the adoption of AI rely on the availability of electric power. Opportunities for investors in power infrastructure and adjacent sectors are quickly emerging.
American Data Center Update
Cushman & Wakefield, October 3, 2024
Data Center Vacancy Falls to 3% in the Americas with 80% of New Construction Pre-Leased
IEA: Global data center electricity consumption to "increase significantly," but remain a small part of overall usage
Sebastian Moss, October 16, 2024
The IEA projects a significant rise in global data center electricity consumption driven by AI and digitalization, but it will remain a minor contributor to overall demand.
Amazon and Google have plans for fueling their data centers: Nuclear power
CBS/AP, October 16, 2024
Amazon is investing in small modular nuclear reactors to provide scalable, carbon-free energy for its data centers and AI operations, aiming to achieve its 2040 net-zero carbon target, following similar initiatives by Google and Microsoft.
World Energy Outlook 2024
International Energy Agency (IEA), October, 2024
The IEA's annual World Energy Outlook is a key resource for energy trends and projections, addressing issues like energy security, emissions and economic development.
