Power at all costs.pdf

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1、Growth projections and key challenges for the data center industryPower at all Costs?Jeff Omelchuck,Global Executive Director,Infrastructure MasonsPower at all costs?DC SustainabilitySUSTAINABILITYiMasons First State of the Industry Report2024State of the Industry500+contributors50+countries6 contin

2、ents2022 Industry Baselinedata center locationsbuilt capacityannual consumptionNetworks266TWh213TWh115TWhProvidersBlockchain7 Million105GW594TWh2.4%Industry will double&potentially triple in 10 years38GW of AI capacity growth alone in the 5 yearsCloud has only reached 20%penetration.Still has 80%gro

3、wth opportunity.Some of the biggest portfolios in the world said they will double what theyve built in the last decade in the next two years.2024 Forecasts2024State of the IndustryTop IssuesPower,People,Perception,PlanetPowerDemand has outpaced capacity.10%Vacancy globally.Constrained power generati

4、on and transmission is limiting global growth.People40%greying out.300,000 people shortfall by 2025.PerceptionCommunity pushback and regulations will/are limiting growth.PlanetGrowth at all costs could compromise our ability to achieve net-zero goals.InsightsRapid growth and decarbonization are diam

5、etrically opposed.Carbon debt will increase before it goes down.Key PointsIf the digital infrastructure industry wants to be perceived as a good neighbor,it must be a good neighbor.Key PointsMove the data center to the power versus the power to the data center.Clean Energy ZonesMaster-planned city s

6、ize complexes serving multiple industries,including multi-tenant data center campuses concentrated around utility scale sources of clean energy at 10 GW or more.OCP&iMasons Collaboration1.Broad collaboration on data centers2.Specific Projec