At the Data Center Knowledge News Desk during Data Center World 2025, Omdia’s Alan Howard offered clarity on several key industry topics, including the much-discussed “$1 trillion by 2030” forecast for data center capex.
Howard provided important context around recent headlines about Microsoft’s construction slowdowns, explaining that such adjustments reflect evolving business relationships and long-term land banking strategies rather than broader market weakness.
On the trending concept of ‘AI factories,’ Howard cut through the marketing hype, noting that while some facilities are genuinely designed for intensive AI workloads, true end-to-end AI data centers remain “few and far between.”
Watch the full interview here:
