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AI, data centers, and the energy equation: What business leaders should know
Amid the AI boom, compute power is emerging as one of this decade’s most critical resources, influencing the pace at which AI is deployed in our daily lives. Data centers across the globe train the foundation models and machine learning applications that underpin all AI technology. The hardware, processors, memory, storage, and energy needed to operate these data centers are known collectively as compute power—and there is a seemingly unquenchable need for more of it.
Meeting this soaring demand is not simply a race to invest trillions of dollars. Companies across the data center value chain must strike a balance between deploying capital quickly but prudently. The extent to which companies can speed up the build-out of data centers could determine their fortunes. Join McKinsey Senior Partners Humayun Tai and Pankaj Sachdeva as they share how business leaders can navigate this environment, assess the impact of disruptions like DeepSeek, and respond to potential headwinds from the energy sector.