The training of AI models, he notes, consumes an “enormous amount” of electricity, with a ChatGPT query using nearly 10 times the electricity compared with a Google search.
UOB Kay Hian’s (UOBKH) Jonathan Koh is maintaining his "overweight" call on REITs, specifically those with data centre (DC) focused portfolios.
Koh notes that the advent of generative artificial intelligence (AI) and large language models has caused a dramatic shift in the data centre landscape, due to AI’s requirement of high-performance computing with massive parallel processing and vast storage.
