In sprawling stretches of farmland and industrial parks, supersized buildings packed with racks of computers are springing up to fuel the AI race. These engineering marvels are a new species of infrastructure: supercomputers designed to train and run large language models at mind-bending scale, complete with their own specialized chips, cooling systems, and even energy…
For Frontier Models, this trend dictates that training and inference of cutting-edge models will increasingly be concentrated in entities capable of financing and managing these resource-intensive data centers. The Government's ability to compete and regulate is also directly affected by access to resources and data generated from these sources. The Energy sector will see a massive surge in demand from these new data centers, spurring investment in both traditional and renewable energy sources.
For businesses deploying or leveraging AI, the availability of hyperscale AI data centers can significantly reduce the costs and complexity associated with training and running large AI models. This enables faster innovation, improved model performance, and broader adoption of AI solutions across various operational workflows. It also means increased reliance on specialized talent and infrastructure.