2024年数据中心状况报告：电源设计和人工智能需求如何彻底变革行业

Table of ContentsContributorsNote from the AuthorThe 8th State of the Data Center Report: Section OverviewThe 2024 AFCOM State of the Data Center Report: An Exploration of Our Data-Driven WorldIntroduction: State of the Data Center Industry ReportSection 1: Data Center Construction and DCIM ImplementationThe Number of Data Centers is GrowingNew Data Center Builds and PrefabricationDCIM Integration InitiativesSection 2: Power, Cooling, Infrastructure, and SustainabilityRack Density and Expected ChangesThe State of Data Center CoolingInvestment in Renewable Energy, Nuclear Power, and Water ConservationSection 3: Cloud Migration Trends and Deploying AI SolutionsRebalancing Cloud WorkloadsSelect Technology Implementation PlansDeploying AI-Capable SolutionsSection 4: Infrastructure Threats and Supply Chain ChallengesSecurity and Infrastructure ThreatsSupply Chain ChallengesSection 5: Budget and Personnel TrendsShifting Budget and Spending TrendsWorking in the Data Center IndustryFinal Thoughts: A Look to The Future 2345577789101011111313141616161818181920 2024 State of theData Center ReportHow Power Design and AI Demand HasForever Changed the IndustryA Look at the Evolution of Our Industry8th EditionReport compiled by:Bill KleymanAFCOM, Data Center World Program ChairFeatured AFCOM ContributorData Center Knowledge, Contributing EditorCEO, ApoloReport Reviewed by:Jen Steele - AFCOMSenior Manager, Data Center ProgramsInforma TechJordan Sutlive - AFCOMContent Manager, Data Center ProgramsInforma TechStatistical Analysis by:Kristin Letourneau, PhDDirector, Market ResearchInforma Engage How Power Design and AI Demand Has Forever Changed the IndustryNote from the AuthorI recall writing this note the previous year, not fully realizing how much our industry was aboutto changeWe published the report just as ChatGPT took the world by stormFast-forward totoday, and we’ve seen an entire year of innovation, data center growth, and market accelerationOur critical infrastructure facilities have never been more important than they are todayI shouldnote none of this report was written by ChatGPT(Just in case you were curious)While I don’t want to make this paper focused on AI alone, it became clear that artificialintelligence is a significant driver in how we will be building facilities moving forward. Simplyput, every data center will become an AI data center. It’s critical to understand the significantshift that happenedTo do so, I want to speak directly to you, the readerOver the past year, we have dynamically changed how we interact with dataThe changehappening isn’t a technology trend; it’s a foundational shift in how humans interact withinformationEveryone reading this has used Google or Bing in the past hour, day, or weekThatmeans every one of you is a user of Generative AIWe’ve been conditioned to type a question intoour favorite search engine for years only to receive a blue link. Today, the first response is a GenAIresponse, followed by the blue linksThis change happened so fast that many hardly noticedBut this change is here, and it will impact your facilitiesWhile attending a recent conference, I learned how drastically we as an industry are playingcatch-up with this new demandSince the second half of 2021,over 100 megawatts of pipelineconstruction have been added every single monthH1 2019H2 2019H1 2020 H2 2020H1 2021H2 2021H1 2022United States Data Center Absorption and Construction0200400600800100012001400Under construction (all markets)Absorption primary marketsSource: JLL Research*Includes markets with complete historical data from 2019-2023Absorption (MW) 4H1 2023H2 2022500100015002000250030003500Absorption secondary marketsUnder construction (MW) How Power Design and AI Demand Has Forever Changed the IndustryThe large hyperscale cloud providers are increasingly accommodating new AI requirementsand the need for more computing power. Rapid growth makes finding space and power forsmaller market requirements challengingAcross the board, impacting practically every marketand data center type, we have seen a significant surge in demand, with a mounting focus oncapacity to meet higher-density data center requirements for AI developmentAs AI requirements grow, data center operators must adapt their infrastructure to accommodatehigh-power-density server clustersLanguage models dominate the AI conversation today withpredictions that in the next five years, LLM-based applications will be as prevalent as web apps.As you continue to absorb the data in this report, please note that this “trend” is not a fad or evena trend in some casesThe way we interact with data has experienced a human-level shiftWe asa society will be interacting with data in ways we never thought possibleAnd the use cases willonly continue to growA year of non-stop innovationAs ChatGPT and Generative AI took off, we at AFCOM quickly took noticeThe 2024 AFCOM Stateof the Data Center Report will reflect non-stop change and innovation in our industry.