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Industry

Power, cooling and GPU links form triple barrier to data centre expansion amid AI boom

Surging demand for AI computing is pushing the data centre industry up against physical limits in power supply, cooling performance and GPU-to-GPU data transfer, making rapid expansion harder through chip gains alone. Grid constraints, long waits for high-voltage transformers and rising costs are key hurdles. Operators are adding on-site generation and exploring SMRs. Cooling is shifting from air to liquid systems. Interconnects are moving from copper to optics, while solid-state transformers draw interest despite high costs.

AI & Enterprise

U.S.-China AI race hard to win alone as South Korea, Japan roles stand out

The United States and China will struggle to gain an edge in the race for AI leadership without relying on other countries’ technology and supply chains, an analysis said. Matty Zhao of Bank of America Global Research said the global tech supply chain is deeply intertwined. He cited China’s dependence on foreign advanced chips and some materials, and U.S. constraints from an ageing power grid and rising electricity concerns tied to data centres.