Hem
Genrebild. (Simon Paulin / SvD / TT / SVENSKA DAGBLADET)

Kartläggning: ”Osexiga” AI-bolag rusar i värde

Amerikanska bolag ligger i framkant för AI-boomen med jättar som Nvidia, Microsoft och Meta. Men i Europa finns anrika industribolag som gemensamt ökat sina börsvärden över 150 miljarder euro sedan 2022-lanseringen av Chat GPT. Bland annat genom stora satsningar inom produkter och lösningar till datacenter, skriver Financial Times i en genomgång.

– Den sexiga delen av AI står USA för. Men, med få undantag, domineras själva infrastrukturen av europeiska aktörer, säger Dell’Oro-analytikern Alex Cordovil.

Bland de europeiska AI-bolagen nämner tidningen bland annat svenska ABB, tyska Siemens, franska Schneider Electric och Legrand.

bakgrund
 
Datacenter
Wikipedia (en)
A data center is a building, a dedicated space within a building, or a group of buildings used to house computer systems and associated components, such as telecommunications and storage systems. Since IT operations are crucial for business continuity, it generally includes redundant or backup components and infrastructure for power supply, data communication connections, environmental controls (e.g., air conditioning, fire suppression), and various security devices. A large data center is an industrial-scale operation using as much electricity as a medium town. Estimated global data center electricity consumption in 2022 was 240–340 TWh, or roughly 1–1.3% of global electricity demand. This excludes energy used for cryptocurrency mining, which was estimated to be around 110 TWh in 2022, or another 0.4% of global electricity demand. The IEA projects that data center electric use could double between 2022 and 2026. High demand for electricity from data centers, including by cryptomining and artificial intelligence, has also increased strain on local electric grids and increased electricity prices in some markets. Data centers can vary widely in terms of size, power requirements, redundancy, and overall structure. Four common categories used to segment types of data centers are onsite data centers, colocation facilities, hyperscale data centers, and edge data centers. In particular, colocation centers often host private peering connections between their customers, internet transit providers, cloud providers, meet-me rooms for connecting customers together Internet exchange points, and landing points and terminal equipment for fiber optic submarine communication cables, connecting the internet.
Omni är politiskt obundna och oberoende. Vi strävar efter att ge fler perspektiv på nyheterna. Har du frågor eller synpunkter kring vår rapportering? Kontakta redaktionen