English Study - Data center spending to top $1T by 2029 as AI transforms infrastructure

# My Thoughts - unprecedented /ʌnˈpresɪdentɪd/ : 전례 없는, 미증유의 - accounted for: 차지하다, 구성하다 - DCPI (Data Center Physical Infrastructure): 데이터 센터의 물리적 구성 요소와 시설 전반을 의미 #### Why? (목적 - 왜 기록하는가?) - 영어 스터디 진행 상황을 트래킹 #### How? (방법 - 어떻게 활용할까?) - 학습 인증을 통해 지속적인 추진력을 얻는다. #### What? (결과 - 무엇을 창조할까?) - 눈에 띄는 표현을 외우고 활용한다. # Summary - Speak aloud - 11:02 ## Highlights - AI is driving an ==unprecedented== transformation in data centers, with global data center CapEx spending projected to more than double from $430 billion in 2024 to $1.1 trillion by 2029. - Much of this growth is due to AI. - Enterprises are now spending about 35% of their data center CapEx budgets on accelerated servers optimized for AI, up from 15% in 2023, says Dell’Oro analyst Baron Fung. And the proportion will increase to 41% by 2029. - As a result, just four companies – Amazon, Google, Meta, and Microsoft – will ==account for== nearly half of global data center capex this year, he says. - His projections ==account for== recent advances in AI and data center efficiency, he says. For example, the [open-source AI model from Chinese company DeepSeek](https://www.cio.com/article/3813555/what-cios-should-learn-now-that-deepseek-is-here.html) seems to have shown that an LLM can produce very high-quality results at a very low cost with some clever architectural changes to how the models work. - The deployment of dedicated AI servers also has an impact on networking, power and cooling. As a result, spending on [data center physical infrastructure](https://www.delloro.com/news/delloro-group-raises-market-forecast-for-data-center-liquid-cooling-and-rack-power-distribution/) (==DCPI==) will also increase, though at a more moderate pace, growing by 14% annually to $61 billion in 2029. - Networking will be heavily impacted by AI. The Ethernet network adapter market for supporting back-end networks in AI compute clusters is projected to grow at a 40% compound annual growth rate by 2029. - AI is also very power-hungry. According to Dell’Oro, the average rack power density today is around 15 kilowatts per rack, but AI workloads require 60 to 120 kilowatts per rack. - Meanwhile, current air-cooling systems have an upper limit to their effectiveness of around 50 kilowatts per rack. As a result, data center operators are beginning to embrace liquid cooling. According to an [IDC report](https://www.idc.com/getdoc.jsp?containerId=US52569124) released in September, half of organizations with high-density racks are now using liquid cooling as their predominant cooling method. ## Words and Idioms ### unprecedented /ʌnˈpresɪdentɪd/ that has never happened, been done or been known before 전례 없는, 미증유의 ### account for accounted for: 차지하다, 구성하다 https://secondbrain.analysisman.com/english-study-broadcom-ai-vmware # References [Data center spending to top $1 trillion by 2029 as AI transforms infrastructure \| Network World](https://www.networkworld.com/article/3820973/data-center-spending-to-top-1-trillion-by-2029-as-ai-transforms-infrastructure.html) # Links [[_MOC_2_English]] # Tags #english #study #datacenter #ai # Aliases #영어 #공부 #데이터센터 #인공지능