AI Stress Test Report

AI is accelerating fast — but can data centers keep pace?

As organizations scale AI from model training to real-time inference, the demands on data centers are growing. Higher power density, more complex network traffic and tighter performance requirements are influencing how facilities are designed, built and connected.

Yet the challenge is not simply one of capacity. It is also a question of coordinating compute, networks, power systems and deployment timelines.

We commissioned a comprehensive study that models three potential growth trajectories: accelerated, steady and slower AI adoption, then stress test each scenario against real-world constraints. By examining how demand interacts with power availability, land use, supply chains and capital investment, the report provides a clearer view of where pressure points are most likely to emerge — and how the industry can prepare for them.

The result is a forward-looking perspective on how global data center infrastructure must evolve to support AI sustainably, efficiently and at scale.