Featured Insights

Amid the AI boom, compute power is emerging as one of this decade’s most critical resources, influencing the pace at which AI is deployed. Data centers across the globe train the foundation models and machine learning applications that underpin all AI technology. The hardware, processors, memory, storage, and energy needed to operate these data centers are collectively known as compute power—and there is a seemingly unquenchable need for more.

Meeting this demand is not simply a race to invest trillions of dollars. Companies across the data center value chain must strike a balance between deploying capital quickly but prudently. Join McKinsey senior partner Pankaj Sachdeva and partner Jesse Noffsinger as they share how business leaders can navigate this environment, including emerging technologies like DeepSeek, and respond to potential headwinds from the energy sector.