AI data center capacity is already tapped out, says Tematica Research CIO

Industry Impact 4
โดย FreightWaves·Read original
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Surging demand for artificial intelligence has left data center capacity already tapped out, according to Christopher Versace, chief investment officer of Tematica Research. Even with clients willing to pay double, the infrastructure cannot keep pace with the rapid expansion of AI workloads. Versace noted that this supply crunch differs from the dot-com bubble, as it is driven by real, immediate demand rather than speculative investment. The capacity constraints are also expected to have ripple effects on freight and logistics companies that support data center construction and operations.

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