"There has been a tremendous increase in the demand for datacenter capacity, driven by cloud services, social networking and a range of both consumer and enterprise digital services..." Synergy chief analyst John Dinsdale explained that the demand for datacenter services has seen no signs of slowing, particularly with the rise of generative AI, which adds to an already strong market for datacenters.
"Much of the 2024 deal frenzy could be attributed to demand around AI... AWS, Google and Microsoft had invested $200 billion in capital expenditure into AI infrastructure - datacenters..." Dinsdale highlights that the influx of investments into AI infrastructure is driving datacenter mergers and acquisition activity, reflecting the monetary commitment from major tech companies.
Collection
[
|
...
]