As general artificial intelligence adoption speeds up, Nvidia (NVDA, Financials) and other IT behemoths are positioned to profit from the rising need for modular data centers. To meet AI's enormous computing and electrical demands, investment company Mizuho Securities projects that up to 1,000 megawatts of unleased power capacity may help build 50 to 60 additional data centers.
Scalable and efficient modular data centers are becoming more important infrastructure for artificial intelligence expansion. As the battle to serve AI-driven workloads heats, businesses like Nvidia, Dell Technologies (DELL, Financials), Broadcom (AVGO, Financials), Micron Technology (MU, Financials), and Credo Technologies (CRDO, Financials) stand to win as well.
Leading artificial intelligence-oriented GPUs and data center technologies, Nvidia drives AI model implementation and training. Particularly geared to meet the massive processing demands of generative artificial intelligence, its most recent innovations in high-performance semiconductors, most notably the H100 Tensor Core GPU, are very interesting.
With modular server solutions and data center hardware geared for AI demand, Dell Technologies provides Perfect for the modular data center architecture, the company's OpenManage systems and PowerEdge servers are by nature scalable.
The high-speed connection required in artificial intelligence infrastructure relies mostly on Broadcom's networking and semiconductor technology. Its customized CPUs for clouds and data centers help to ease data processing by allowing modular setups.
Crucially for controlling the massive data volumes generated by artificial intelligence applications, Micron Technology specializes in memory and storage technologies. The company's high-performance DRAM and NAND devices enable data in data centers designed for artificial intelligence to be handled efficiently.
Credo Technologies stresses power management and connectivity technologies designed to raise data center performance.
