Analysis points out that AI data center construction faces bottlenecks in chips, labor, regulation, and electricity, and that trillion-dollar investments are difficult to resolve.
Despite Goldman Sachs' projection of global AI data center spending reaching $1 trillion by 2026, and JPMorgan Chase and Bank of America also forecasting hundreds of billions of dollars in investment over the next few years, analysis suggests that chip shortages, a lack of skilled labor, regulatory restrictions (such as New York's moratorium), and insufficient power supply are major bottlenecks. BloombergNEF estimates that at the current growth rate, AI data centers will face a 19-gigawatt power deficit by 2035. Canaccord Genuity analyst George Gianarikas points out that public opposition to data centers has also led to a slowdown in construction.
Source:Yahoo财经 · Source Link
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