New Delhi, June 8 -- Global demand for data centres continues to significantly outpace available supply, creating a structural shortage that is expected to persist for years as artificial intelligence (AI) adoption accelerates, according to a report by Jefferies.

The brokerage said that despite aggressive capital expenditure plans by major technology companies and a rapid expansion in AI infrastructure, physical constraints across the supply chain are preventing the industry from delivering enough capacity to meet demand.

"Demand for data centers continues to outpace supply, with hyperscaler capex accelerating and chip volume forecasts implying GWs of capacity ahead of feasible data center delivery," the report said. It added that "Dema...