Comment on A data center landlord shares what he expects for the future of AI demand and revenue

A data center landlord shares what he expects for the future of AI demand and revenue

Gorodenkoff/Getty ImagesAI's physical supply chain, including chips and data centers, is where the early revenue is.Data centers, crucial for AI, face high demand, with prices doubling and low vacancy rates.Databank CEO says customers are pre-leasing forthcoming buildings two years in advance.Artificial intelligence may seem intangible, but it has an immense physical supply chain behind it, and at least for right now, that's where the money is.The chips, designed by Nvidia, AMD, and others and largely manufactured by Taiwan Semiconductor Manufacturing Company, have myriad parts and suppliers.

 

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