Energy consumption to satisfy the needs of new technology accelerates investments that make this demand more efficient. Valuation now depends on the kilowatts consumed rather than on the square meters deployed.

The GPUs necessary for Generative AI processing will require energy consumption 40 times greater than the current one, anticipated Rafael Eloy Ibañez, CEO of Skyonline. That is why investments in energy efficiency are a priority for local data centers, which are valued more by kilowatts than by square meters.

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Generative AI changes data center investment priorities

Energy consumption to satisfy the needs of new technology accelerates investments that make this demand more efficient. Valuation now depends on the kilowatts consumed rather than on the square meters deployed.

MORE ANALYSIS

IMF warns AI demands greater, more reliable energy resources

In a recent report, the IMF warns that this aggregate demand could impact electricity prices if policies are not adapted to the new reality for the sector. By 2030, AI data centers will consume as much electricity as India.

Just 10% of enterprise workloads have moved to the cloud

AWS, Google Cloud, and Oracle have expanded their presence in the region recently, aiming to offer lower latency and develop solutions tailored to specific verticals. Amazon holds 50% of the cloud workloads.

Data center energy demand increased by 12% from 2017 to 2023

This was indicated in a joint report by the ITU and the WBA. There are relevant data points: 164 digital firms are responsible for 2.1% of global electricity consumption, and just 10 of them accounted for half of the total.

Economic uncertainty shakes the regional smartphone market

WEF highlights economic risks from AI-induced disruptions

Economists consulted by the World Economic Forum warned about the impact of AI on employment and social destabilization, due to its effects on the course of the economy.

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