The EU is a leader in data centers and sustainability, but the predicted AI boom is still theoretical. Despite the strong belief in an explosion in AI hardware, little of this is currently visible in reality.
At Schneider Electric’s Innovation Summit, the company shows that it is ready for the AI data center of the future. This is necessary: AI servers have a very high density with unprecedented power and cooling requirements, so an adapted data center architecture is necessary. Guest of honor Nvidia also points out that AI is essential for every sector and the hype word is essential in every session. Bloomberg reported yesterday on behalf of Unicorn CoreWeave that the demand for (AI) data centers is being greatly underestimated. Only: The AI boom in data centers is currently mostly blah, with little boom boom.
0 percent AI
In a panel about the impact of AI on energy, infrastructure and emissions, Jérôme Totel, VP Strategy at data center specialist Data4, put it succinctly: “Today, zero percent of our data centers focus on AI.” I would be surprised if it was “There would currently be a single AI data center in Europe.”
Adele Trombetta, SVP & GV CX for Cisco EMEA, understands why. Only fourteen percent of companies are ready to use AI. The majority is not yet. And then customers still think about the use of AI in far too traditional terms and primarily look at automation, while generative AI can do much more.
In another panel, Hélène Macela-Gouin, VP Secure Power for Schneider Electric, speaks herself. “The EU is at the forefront when it comes to sustainability,” she states, pointing to the rules around data center efficiency and the huge steps the industry is taking has already undertaken in recent years. “But we’re a little behind on AI.”
“A lot, but not excessive”
We see the same tone as Digital Realty when visiting the Par8 data center. This sprawling site has a capacity of 80 MW and is by no means the only one in Paris. We hear locally that AI will absorb 30 MW of capacity in the coming years. “It’s a lot,” says Fabrice Coquio, MD Digital Realty in France, “but not too much.”
No one doubts the relevance of AI in the future, and even without AI, data center specialists are adding new capacity as quickly as possible to meet demand, but it puts things into perspective. The AI hype is very current, but AI itself is more of a future story, especially in the European Union. Nvidia may claim that everything will be AI in the future, but Europeans don’t seem inclined to jump on the bandwagon with the same enthusiasm for now.