Summary Bullets:

• While both generative AI (GenAI) is having widespread interests, and more use cases are emerging, companies need to ensure the infrastructure does not become a bottleneck.

• GenAI will need new approaches from the processors to data centers and cooling systems to ensure the development can be efficient and sustainable.

AI continues to be a hot topic moving into 2024. The technology has evolved from predictive AI to GenAI and multi-modal GenAI, over a relatively short period of time. This technology is creating endless possibilities, and various use cases have started to emerge. For example, GenAI/AI have been applied for disease diagnosis, application development (assisted code development), marketing content creation, and demand forecasting for retail businesses. Against this backdrop, it is no surprise to see many forecasters expecting a rapid growth of revenue related to GenAI. However, amid the excitement, there have been concerns, particularly the need to address ethical issues and responsible AI. One area that AI technology providers have not been highlighting is the infrastructure, including the physical facility required to host the hardware for AI workloads.

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