SAVILLS
AI driving exponential demand AI represents the latest demand wave, though Cameron is careful to distinguish hype from reality. People have talked about AI for years. Only recently have purpose-built AI facilities moved from PowerPoint presentations into actual construction and lease negotiations.
“ They’ re being delivered now, being negotiated now, and we’ re heavily involved in some of those across Europe,” he says.
These projects have distinct requirements compared with traditional hyperscale deployments, particularly around power density and cooling. The computational demands of today dwarf previous generations of cloud computing workloads, meaning that existing data centres struggle to accommodate the heat loads these AI chips generate.
The UK investment announcement from the US, whatever its ultimate details, captured genuine momentum. Marc notes that demand was already climbing steeply before, but the announcement simply accelerated what was already an exponential trajectory.
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