Zero Hedge: The CIA Sure Looks Busy
The rise of generative AI applications like ChatGPT, Midjourney or Bard already leads to increased demand in the world's data center network due to its sometimes hefty requirements for the underlying large language models.
This computing demand will only increase in the upcoming years, necessitating the building of new data centers and expanding the capacities of existing ones. As Statista's Florian Zandt shows in the following chart, based on 2022 data collected by commercial real estate company Cushman & Wakefield, the race between the global superpowers China and the United States also extends to data centers.
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WNU Editor: At the beginning of the year I was asked the question on where should someone invest their money. I said that with the explosion of artificial intelligence, you will need massive data centers to accommodate this demand. I specifically pointed out Rexel, Avnet, Sonepar, Microsoft, Amazon, and L3 as good investments. I must confess that I was lucky with my advice. I never calculated the huge impact that intelligence agencies would have on data.
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