What does sovereign AI really mean when the hardware powering it is made somewhere else? And how is AI changing where data centres need to be built?
In the first episode of Series 2 of Perspectives from the Edge, Rob Cooper, Head of Data Centre Advisory at CBRE, joins Pulsant’s Wendy Shearer to explore the rapidly changing AI infrastructure market.
CBRE is a global real estate and infrastructure advisory firm, with a specialist team focused on the data centre sector.
As demand for GPU infrastructure continues to grow, the market is shifting quickly. Demand is moving from the US into Europe; new data centre markets are emerging; and AI inference is creating a need for infrastructure closer to users.
In this episode, Rob and Wendy explore:
• Why AI infrastructure demand is shifting from the US into Europe
• The rise of secondary data centre markets, including the Nordics and Iberia
• Why AI inference is bringing compute closer to users
• What “sovereign” really means when hardware is manufactured overseas
• The growing demand for UK sovereign AI and data centre capacity
• The challenges of power availability, energy costs and speed to market
• How GPU-as-a-Service is changing the data centre landscape
• How data centres are evolving to meet the demands of AI
• Some of the biggest misconceptions around data centres, including power, water and their impact on communities.
With AI infrastructure developing at pace, where will the next generation of data centres be built, and what will they need to look like?
Watch the full episode to hear Rob’s perspective on the questions shaping the future of AI infrastructure, sovereign AI and data centres in the UK and Europe.
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