Forget about AI GPU scarcity: data center operators may have to wait a whopping three years to get key component — and this may be killing off competition by driving smaller operators out

Amazon.

The GenAI GPU scarcity has already sparked a surge in demand, increased costs, and reduced availability. However, another pressing issue is looming: data centers are running out of space and power. This is particularly problematic for small companies providing high-performance computing (HPC) colocation services, who are finding current data centers maxed out. 

A recent report from JLL, a real estate investment and management firm, highlights the AI-driven growth is expected to continue, with data generation predicted to double over the next five years.