Nokia CEO says supply shortages halve potential data center building pace

First reported by The Next Web at · Updated · 2 sources

Justin Hotard says customers want to build faster but face constraints involving power, chips and equipment. According to The Next Web, he also says demand would remain strong even if no new frontier AI model appeared for three years, suggesting supply rather than customer appetite is limiting expansion.

  • Bain and a Brookings paper question revenue available to fund expansion, according to The Next Web.

Covered by 2 publishers within 13 hours of the first report.

Reporting2

Related

Topics Data centers