How Has AI Impacted Data Center Rental Rates?
Data center rental rates continue to climb, a combination of the intense demand for AI and limited supply of data centers due their enormous energy needs.
In the next several years AI integration will only speed up, though mainstream adoption is likely to play out over a longer time horizon. Owen Hyde, Managing Director and Technology Equity Research Analyst at Jennison Associates, explains the next phase of AI’s growth and how AI is different than previous waves of new technology.
“Once we have this GPU architecture and ASIC architecture that enables software companies and internet companies to build products, we think that’s going to be a long runway with many years of growth on top of that.”
– Owen Hyde, Managing Director, Jennison Associates
Hyperscale: The Artificial Intelligence and Data Center Revolution
The quality of infrastructure supporting the digital economy will help determine which companies, countries and regions emerge as winners in the AI revolution.
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What Will the Next Phase of AI Integration Look Like?
Owen Hyde discusses how AI can increase productivity in areas such as customer service and why Agentic systems will be crucial as AI applications evolve.
What are Bottlenecks to Scaling AI?
Widescale AI adoption will require overcoming a handful of hurdles, including power demand, the need for synthetic data, and the use of distributed training.