Key Points:
- President Trump may back down on tech tariffs and deliver the CHIPS Act
- Intel may hire an outsider as CEO to address its challenges
- AI investments will need to deliver revenue to justify the massive expenditure
As we kick off 2025, here are my predictions for the data center landscape:
Donald Trump’s Threat on Tech Tariffs to Back Down
In the past, Trump has a history of not following through on his threats. It’s likely that he will also back down on his plan to impose tariffs on tech goods, which will benefit the industry. This could lead to the passage of the CHIPS Act, which aims to promote American chip manufacturing.
Intel’s Outsider CEO
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Intel’s leadership has faced several challenges, and it’s possible that the company may need to bring in fresh eyes to address these issues. Qualcomm’s CEO Cristiano Amon is a strong contender for the top spot.
AI Needs to Deliver
The massive investment in AI hardware, led by Nvidia, has been a boon for shareholders. However, other companies, such as OpenAI, Google, Microsoft, Meta, and X, are still struggling to generate revenue from their AI investments. If they don’t start delivering soon, the spending will slow down.
Hyperscalers Join the Power Business
With the grid under strain, hyperscalers like Google and Microsoft are turning to power utilities to meet their enormous demands. However, they’re also considering setting up their own power infrastructure to ensure a stable supply. This is an easy prediction to make, given the existing investments in this space.
Microsoft Azure and Windows Server Takeaways:
- Windows Server, being a key component of the Microsoft Azure infrastructure, is likely to benefit from the predicted growth in data centers and the increasing need for power management.
- Microsoft’s continued investment in AI, its partnership with hyperscalers, and the growing use of AI in data centers will drive the company’s progress in the cloud and on-premises infrastructure.
AI Improves HPC
AI will play a crucial role in optimizing data center operations and improving security. With the increasing demands of AI and data analytics, we can expect to see a significant jump in the Top500 supercomputer rankings.
Liquid Cooling Takes Off
The heat generated by AI systems has driven the need for liquid cooling. Expect to see an increase in self-contained liquid cooling systems, which can be easily installed in existing data centers.
Intel Spins Off Its Fabrication Business
Intel’s fabrication business is struggling, and it’s time for the company to spin off this division, as AMD did in 2008. This will allow the company to focus on its product business and improve its long-term success.
Will On-Prem Explot Remain a Top Prediction?
The prediction that on-premises data centers will decline in favor of cloud computing will likely continue to be incorrect. There are several reasons to keep data on-premises, including data privacy and integrity.
Maximizing GPU Utilization
Nvidia’s power consumption is not changing, so others will need to optimize their GPU usage. This will drive innovations in hardware and software to maximize GPU utilization and reduce latency.
Power Constraints Impact Data Center Locations
With the demand for data centers reaching capacity, we can expect to see new locations emerge for large-scale processing of data. These new locations will need to have ample land and cheap power to support remote data processing.
In conclusion, these predictions aim to highlight the key trends and challenges facing the data center landscape in 2025. As the industry continues to evolve, it’s essential to stay informed about the changes that will shape the market.
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