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DTSTAMP:20260418T180520Z
DTSTART:20241108T081500Z
DTEND:20241108T093000Z
SUMMARY:Will AI momentum revamp existing ICT infrastructure?
DESCRIPTION:Power\, cooling and connectivity requirements for AI result i
 n significant bottlenecks emphasised by scarcity of microprocessors. The
  outcome is a new playing field for information and communication techno
 logy (ICT) infrastructure.\n\nWith skyrocketing power and water consumpt
 ion\, current AI-powered data centres are putting huge pressure on grids
  and on civil infrastructure\, with a direct impact on the way AI data c
 entres are built. Resulting operating costs become deterrents for many p
 layers.\n\nIn this initial phase\, small data centres have been favoured
  (from 1MWh to 4MWh). However\, plans shared by Big Tech forecast gigawa
 tt hour (GWh) or more data centres to be operated soon. This exponential
  growth in terms of capacity requirements results from computer power hu
 ngry large language model (LLM) training and fine tuning\, but also from
  inference workloads\, each category requesting different needs in terms
  of connectivity\, latency and more generally service-level agreements (
 SLAs).\n\nImpact on the value chain will be significant. All players wil
 l have to revisit their business model\, in a race for capacity and effi
 ciency\, with a growing number of partnership pre-empting access to reso
 urces.\n
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