The European Commission, with the assistance of operators, needs to correct ambiguities in the EED reporting processes. Industry solutions can improve the quality and completeness of the submitted data.
The European Commission will soon publish its delegated report, recommending a data center rating scheme and performance standards. The accelerated timeline is too short to facilitate meaningful evaluation of these topics.
The emergence of the Chinese DeepSeek LLM has raised many questions. In this analysis, Uptime Intelligence considers some of the implications for all those primarily concerned with the deployment of AI infrastructure.
Operators and investors are planning to spend hundreds of billions of dollars on supersized sites and vast supporting infrastructures. However, increasing constraints and uncertainties will limit the scale of these build outs.
The New York state senate recently proposed legislation mandating data center information reporting and operational requirements. Although the Bill is unlikely to pass, the legislation indicates a likely framework for future regulation
Dedicated AI infrastructure helps ensure data is controlled, compliant and secure, while models remain accurate and differentiated. However, this reassurance comes at a cost that may not be justified compared with cheaper options.
AI infrastructure increases rack power, requiring operators to upgrade IT cooling. While some (typically with rack power up to 50 kW) rely on close-coupled air cooling, others with more demanding AI workloads are adopting hybrid air and DLC.
Data centers are being included in national development plans as a source of economic growth. While this will ease operators’ access to land and power, it will also lead to more scrutiny from government and regulation.
A new wave of GPU-focused cloud providers is offering high-end hardware at prices lower than those charged by hyperscalers. Dedicated infrastructure needs to be highly utilized to outperform these neoclouds on cost.
The US government is applying a new set of rules to control the building of large AI clusters around the world. The application of these rules will be complex.
Data center infrastructure management software is widely used but rarely utilized at full potential. Adopting the latest capabilities and optimizations could achieve better resiliency and efficiency.
The data center industry’s growth projections can be met by combining energy supply growth and demand reduction. Highly utilized IT infrastructure and efficient software can mitigate demand growth while delivering needed IT capacity.
Hyperscalers design their own servers and silicon to scale colossal server estates effectively. AWS uses a system called Nitro to offload virtualization, networking and storage management from the server processor onto a custom chip.
If adopted, the UNEP U4E server and storage product technical specifications may create a confusing and counter-productive regulatory structure. The current proposals are as likely to limit as improve data center operations' efficiency
This summary of the 2025 predictions highlights the growing concerns and opportunities around AI for data centers.
Jay Dietrich
Andy Lawrence
Daniel Bizo
Max Smolaks
John O'Brien
Owen Rogers
Tomas Rahkonen
Peter Judge
Douglas Donnellan