ChipsThe story, in brief
Colocation data centers: The infrastructure race behind AI
Data center capex is surging. But accelerators, power, and speed are now the competitive moat.
The KeyNews take
Why it matters
As AI workloads scale, the infrastructure bottleneck has shifted from capacity to access—securing GPUs, reliable grid power, and fast deployment timelines is now what separates leaders from laggards in the AI economy.
The key facts
5 to knowData center capex surging as AI workloads grow
Advanced accelerator access is a key competitive constraint
Reliable electricity infrastructure critical to deployment
Project delivery speed emerging as competitive differentiator
Colocation model gaining importance for AI infrastructure
Go to the source
McKinsey Insightsmckinsey.com
Publisher excerpt: Data center capital expenditures are surging as AI workloads grow, yet competitiveness increasingly depends on securing advanced accelerators, reliable electricity, and fast project delivery.