"The explosive growth of AI infrastructure is creating a mad dash for new data center capacity - and more data center staff - unlike anything seen before. Demand for data center capacity could more than triple by 2030 due to growth in AI and other workloads, according to data from McKinsey. The biggest companies are building their own data centers - which will also put pressure on the job market. OpenAI, for example, recently announced a $100 billion Stargate project."
"Amazon plans to spend over $100 billion on capital expenditures in 2025, president and CEO Andrew Jassy said on a quarterly earnings call in February. "The vast majority of that capex spend is on AI for AWS," he says. That includes data center facilities and hardware, chips, and networking. "We don't procure it unless we see significant signals of demand... AI represents, for sure, the biggest opportunity since cloud and probably the biggest technology shift and opportunity in business since the Internet.""
"Google plans to invest $75 billion this year, Alphabet CEO Sundar Pichai said in a keynote at the Google Cloud Next conference in April. "The opportunity with AI is as big as it gets," he said. "In 2025, we plan to invest around $75 billion in total capex. This investment will be directed towards our servers and data centers, which includes powering our AI compute and cloud business.""
AI infrastructure demand is accelerating rapid expansion of data center capacity and staff requirements. McKinsey projects data center capacity demand could more than triple by 2030 from AI and other workloads. Major technology companies are committing enormous capital expenditures: OpenAI's $100 billion Stargate project; Amazon planning over $100 billion in 2025 capex focused on AI for AWS; Google aiming to invest $75 billion in servers and data centers; Meta and Microsoft also planning tens of billions in 2025. Facilities teams face a shortage of trained staff and must rapidly master new technical skills to meet build and operational needs.
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