1、Information Classification:GeneralData Center inthe Generative AIEraData Center in the Generative AI EraInformation Classification:GeneralContentsExecutive summary2Key GenAI trends4The proliferation of AI data centers8Country-specific AI data center trends16Recommendations for telcos20Data Center in

2、 the Generative AI EraInformation Classification:GeneralExecutive summaryThe emergence of generative artificial intelligence(GenAI)in late 2022 fundamentallytransformed the technology industry.The size of the AI software market is expected toreach$218bn by 2029,thanks mainly to GenAI assistants,prod

3、uctivity tools,and GenAI-embedded enhancements to software-as-a-service(SaaS)solutions.The continual rolloutof new foundation models has expanded GenAI capabilities beyond text to includesophisticated text-to-image generation,advanced speech recognition and synthesis,videogeneration,and comprehensiv

4、e code generation.Key focus areas include multimodal GenAI,reasoning models,and small foundation modelsdesigned for edge use cases.Meanwhile,the emergence of cost-efficient modelssuch asDeepSeek-V3,a 671 billion-parameter model trained at just under$6mdemonstrates thathigh-performance models can be

5、developed without access to high-end GPUs.Movingforward,agentic AI is expected to be the main driving force behind enterprise GenAI usage.AI agents combine GenAI models with expert systems and machine learning to automatecomplex tasks with minimal supervision.The increase in AI demand drives explosi

6、ve growth in AI data centers.Global AI servershipments are projected to exceed 4 million units by 2029 with a 202429 cumulativeaverage growth rate of approximately 14%.Capital expenditure on AI servers doubled from$22.9bn in 2022 to$56bn in 2023 and is projected to reach$138bn in 2024.Global cloudse