Portfolio: The Really Wild AI Ride

From DCEO's March 2025

In this early AI infrastructure breakout feature, the research behind the story began in earnest in May 2023.

Read the feature.

“Right here in Dallas-Fort Worth, you have a tech company that’s building the foundational layer to actually support all of those [semiconductor] chips,” notes Schaap.

~CEO Andrew Schaap of Aligned Data Centers, from a Dec 2024 interview.

MY (UNPUBLISHED) DATA THEN: Let’s See if This Holds?

Currently, AI represents approximately 10-20% of total data center demand. According to McKinsey, from 2023 to 2030, AI will represent 70% of total new data center power demand. If so, then AI power demand will represent about 40% of total data center demand.