Boom-ul inteligenței artificiale va dubla investițiile în centre de date în următorii 5 ani (studiu) - StartupCafe

Annual investments in AI data centers are projected to rise significantly, reaching $800 billion in 2026 and $1.1 trillion by 2030. By 2050, these investments could hit $1.8 trillion annually. The development of AI infrastructure is expected to surpass historical investment cycles in railways and electricity networks. Romania's Black Sea AI Gigafactory project aims to enhance the country's role in the European AI ecosystem but faces administrative delays. The European Commission has launched a funding program for seven AI Gigafactories, with a total investment of €30 billion. Energy supply remains a critical challenge for data center development, influencing investment locations. Geopolitical risks could impact the industry's growth, particularly regarding semiconductor exports and domestic hosting requirements.