From AI to Absorption: Office Demand, AI Talent Concentrations, and What it Means for Data Centers

Semiconductors

Key Points

• Semiconductors address two crucial phases of the AI lifecycle: training and inference. In training, AI chips process vast amounts of existing data and perform complex calculations. In the inference phase, AI chips are used to make inferences on the data on which they’ve been trained. • Speed, efficiency and energy usage are top concerns for AI chip manufacturers. • The leading AI chip makers, by performance, are Nvidia, AMD, Intel and, most recently, Amazon AWS.

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