The AI explosion across the confluence of the large end markets could easily surpass that threshold, creating vulnerable chokepoints throughout the supply chain.
Combining the demand for AI infrastructure and AI-enabled products, the market for AI software and hardware is expected to grow between 40% and 55% annually over the next three years.
Our hunger for AI will also necessitate the building of larger data centres with over a gigawatt of capacity. Existing data centres tend to be between 50 and 200 megawatts.
If large data centres currently cost between $1 billion and $4 billion, in five years they could reach between $10 billion and $25 billion, the report states.
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