Where will AI data center investment go next, and how much room do emerging markets have to grow?
Between $8 and $12 trillion is expected to go into data centers worldwide by 2030.
The US has about 30 gigawatts of capacity today and plans to add about 30 more, but large US projects can wait four to seven years for power.
Obinna Isiadinso explains what investors check before funding a data center, and why most markets are just getting started: the world averages about 4 megawatts of data center capacity per million people, against about 50 in the US. From his conversation on Noble Conversations .
