The AI gold rush, spurred by the astounding sophistication of “generative” systems such as ChatGPT, promises to generate rich profits for those who harness the technology’s potential
servers, compared with a tenth for standard servers. But they are not the only necessary gear. To work as a single computer, a data centre’sThat, in turn, requires increasingly advanced networking equipment, such as switches, routers and specialist chips. The market for such kit is expected to grow by 40% annually in the next few years, to nearly $9bn by 2027, according to 650 Group, a research firm. Nvidia, which also licenses such kit, accounts for 78% of global sales.
This will benefit server manufacturers like Wistron and Inventec, both from Taiwan, which produce custom-built servers chiefly for giant cloud providers such as Amazon Web Services and Microsoft’s Azure. Smaller manufacturers should do well, too. The bosses of Wiwynn, another Taiwanese server-maker, recently said that-related projects account for more than half of their current order book.
As with the hardware, the main customers for a lot of this software are the cloud giants. Together Amazon, Alphabet and Microsoft plan to undertake capital spending of around $120bn this year, up from $78bn in 2022. Much of that will go to expanding their cloud capacity. Even so, demand forThat has created an opening for challengers. In the past few years-focused cloud startups are proliferating, too.
And if the technology does live up to its transformative billing, regulators could clamp down. Policymakers around the world, worried about generative’s potential to eliminate jobs or spread misinformation, are already mulling guardrails. Indeed, on May 11th lawmakers in the’s deployment, and in doing so dampen the prospects fordoes not turn out to be as transformative as its boosters claim, it will almost certainly be more useful than crypto.
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