INFRASTRUCTURE
“ THE SPEED TO REALISE THE CAPACITY IS WHAT’ S DRIVING THE INDUSTRY”
Lonnie Salmon Senior Director, Procurement & Supply Chain Services Jabil
Jean-Francois points to planning and permitting as an equally significant constraint in Europe, contrasting the regulatory complexity of the continent with the relative speed of development in markets such as Texas.
Meanwhile, Jamie tempers expectations about the pace at which demand can realistically be met. Even a 200-megawatt campus stretches the limits of available construction labour. The idea of gigawatt-scale campuses – discussed seriously by some hyperscalers – remains, for now, largely theoretical.
“ I think we need a bit of a natural slowdown,” concludes Jamie.“ But we’ re seeing this massive shift to inference and I think we’ re all going to be talking about getting back to the metro soon, building whatever we can to serve this latencysensitive demand.”
The AI gold rush, it seems, is not about to end. But the industry building the infrastructure required to sustain it is being forced to think harder, move faster and plan further ahead than ever before. aimagazine. com 61