➀ The Data Center Physical Infrastructure (DCPI) market is projected to grow at a 15% CAGR, reaching $63.1B by 2029, driven by AI-driven workloads and facility redesigns;

➁ Thermal Management, particularly Direct Liquid Cooling (DLC), is forecast to grow at a 19% CAGR, with DLC surging from $1.1B to $5.8B due to rising rack densities;

➂ Service Providers (cloud/colocation) will grow at 20% CAGR, outpacing enterprise growth, while North America leads regional expansion and power constraints are mitigated through hybrid energy solutions.

➀ Nvidia's CEO Jensen Huang is said to have warned President Trump about the risks of China's chip policy benefiting Huawei;

➁ The New York Times reports that China is expected to fund AI datacentres worldwide under the Belt and Road initiative, possibly using Huawei chips instead of Nvidia's;

➂ Nvidia fears the spread of these datacentres could lead to the export of Chinese standards and surveillance capabilities.

➀ The highest concentration of data center capacity is in Northern Virginia, with nearly 7 GW of installed capacity in 2024;

➁ Asia is the second largest region in the world for data center capacity, with Beijing, Singapore, Shanghai, and the Pearl River Delta ranking among the top 10 markets;

➂ Global demand for data center capacity is expected to increase by 530 TWh between 2024 and 2030, exceeding the demand for space and water heating and heavy industry.

➀ According to a report by the International Energy Agency (IEA), global electricity demand from datacentres is expected to more than double in the next five years;

➁ By the end of the decade, around half of the global energy demand for datacentres is expected to come from renewables, including solar PV, wind, and hydro;

➂ A range of energy sources will be needed to meet global datacentres’ growing electricity needs, with coal and natural gas being the next most important energy sources after renewables.

➀ Huang emphasized the need for significantly more computation for agentic AI;

➁ Nvidia announced the Blackwell Ultra GPU with Dell's 20-PetaFLOPS workstation;

➂ The company also introduced the GROOT humanoid robot and discussed collaborations with GM and T-Mobile for autonomous driving and AI-native 6G networks.

➀ Nvidia reported a revenue of $39.3 billion for Q4 FY, up 12% q-o-q and 78% y-o-y;

➁ Revenue for FY 2025 reached $130.5 billion, marking a 114% y-o-y increase;

➂ The CEO, Jensen Huang, emphasized the growth of Blackwell AI supercomputers and the impact of AI on various industries.

➀ Dell’Oro projects data center infrastructure spending to exceed $1 trillion annually by 2029;

➁ AI infrastructure spending is expected to maintain strong growth momentum despite sustainability efforts;

➂ Key areas of focus include advancements in accelerated computing, LLM optimizations, and next-generation infrastructure.