A public dashboard observing signals, trends and issues.
SubscribeLogin한국어
Latest observation
2026-10-08
Public objects
4434
Build time
2026-10-08 19:44 KST
The Futures

Issue Existing data centres were built for air-cooled racks that AI hardware does not fit

Summary

Deloitte argues that the current state of enterprise infrastructure creates its own barrier to AI. Existing data centres were built with raised floors, standard cooling, orchestration based on private cloud virtualisation and conventional workload management, all designed for rack-mounted servers cooled by air. AI infrastructure has quite different specifications, from networking between GPUs to advanced interconnects such as InfiniBand, which call for architectures that traditional enterprise environments do not have. The report warns that this physical mismatch could become a primary bottleneck as AI adoption expands. Dell's John Roese adds that most enterprise infrastructure reflects decisions made before AI existed, so retrofitting it is hard. The chapter points toward purpose-built AI data centres with more GPUs per CPU, optical networking and new cooling, including direct liquid cooling that can be at least twice as energy-efficient as free air cooling.

Classification

Region menusGlobal
Impactscope:global
Time horizon0-3 years (2026-07-26)
Published2025-12
Last updated2026-09-30 12:56 KST

Evidence 1

Constituent trends 1

Directly linked signals 1

Relation types: constitutes · direct_urgent

Public id: fm-949d73636b9b