Why AI boom matters to real estate: Inside the $3 trillion data centre opportunity

Calls from major artificial intelligence companies to slow the pace of AI development have rattled related stocks in recent days, with the impact extending beyond chipmakers and technology firms to one of the biggest physical infrastructure bets tied to the AI boom: data centres.The real estate sector has significant exposure to the expansion. While cloud computing, storage, enterprise IT and internet services all require data centre capacity, AI has rapidly emerged as the dominant source of demand.AI could account for about 70% of global data centre capacity demand by 2030, according to McKinsey.