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High Level Perspectives on Artificial Intelligence Data Centers#

NetUK2 (The Brewery) digest Program Adjacent pick The Brewery · 7–8 July 2025

Abstract Slides Recording

Geoff Bennett (Nokia)

Play the recording: High Level Perspectives on Artificial Intelligence Data Centers

  • Why: AI training clusters are reshaping DC networking demand — and the binding constraint is increasingly electrical power, not optics or silicon. For a PM whose portfolio spans physical DC networking, understanding the power budget conversation around AI DCs is near-term essential context.
  • What: A tutorial on resource trends for AI datacenters, focusing on power demand: how hyperscaler AI compute growth strains grids and water supplies, how published hyperscaler power strategies match up against realistic sources, and an assessment of enhanced geothermal and nuclear options (from abstract only).
  • How: Synthesis of published trends and vendor/ hyperscaler power strategies rather than new measurements — a well-informed survey talk.
  • Where applicable: Context for anyone planning DC capacity, siting, or fabric strategy over the next planning cycle. Vendor-delivered (Nokia), and explicitly high-level, so treat it as a framing talk, not a technical deep dive.