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MY (UNPUBLISHED) DATA THEN: Let’s See if This Holds?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