Datacenter Industry Model

The SemiAnalysis AI Data Center Model is used to understand current and forecast data center critical IT power capacity for both colocation and hyperscale data centers with a focus on the demand driven by deployments of AI accelerators into data centers.

The model can be used to understand potential capacity constraints, key considerations driving location decisions for data center deployment, basic economics of AI Accelerator clouds and data center colocation.

Our AI Data Center model includes the following:

  • Accelerator unit shipment forecasts through 2027, GPU deployments by AI clouds, per unit critical IT power demand, aggregated critical IT power demand for AI accelerators.

  • Forecast AI data center critical IT power addition by major geography.

  • Forecast AI data center PUE, utility power, annual power consumption for AI data centers by major geography.

  • For major geographies, % of power generation from AI datacenters, power generation fuel mix.

  • AI/GPU Cloud Total Cost of Ownership Analysis.

  • Power and carbon emissions to carry out training and inference for various AI LLM models.

  • Survey of global industrial electricity tariffs.

  • Power cost scenario analysis for major AI accelerator deployments.

  • Solar power economics by region/country.

The data is provided for 2023 to 2027 on a quarterly basis.

The model will also include one year of quarterly updates, an initial call with SemiAnalysis to explain the model and methodologies employed, as well as subsequent ad-hoc calls to answer any questions that arise from the use of the models.