Pod and rack infrastructure for AI and accelerated computing
months, compared to nine months for TikTok. Likewise, the market for Gen AI is expected to hit US $ 1.3tn by 2032, according to Bloomberg, which PwC says could add up to US $ 15.7tn to the global economy in 2030.
So in just the last few years alone, surging demand for AI has to be served by the physical infrastructure – data centres – which take time to build.
“ That’ s where we come in because we’ re a deployer of physical infrastructure to enable a lot of this AI demand that we see in user usage and applications,” Nirupa explains.
“ The market is overall very dynamic and still positive.”
Despite a very interesting start to this year, Gen AI is set to hit US $ 1.3tn by 2032 in terms of market value. However, Nirupa explains that the other challenge with AI concerns energy consumption.
Nirupa adds that where Schneider Electric’ s expertise comes in is in relation to energy demand:“ Energy density for AI infrastructure is very high – up to 10 times for every single query which needs to be served. Power availability and capacity and how that energy is most efficiently deployed
154 September 2025