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The Data Centre Boom: Why CFOs Need Capacity-Based Forecasting, Not Just Sales Forecasting

AI demand is increasing. Cloud usage is expanding. Businesses are storing and processing more data. Hyperscalers, colocation providers, infrastructure owners and technology suppliers are all trying to scale quickly. But from a CFO and FP&A perspective, this is not only a sales opportunity. It is a capacity problem. That distinction matters. A traditional sales forecast answers one question: “How much revenue can we win?” A capacity-based forecast asks a more commercially useful question: “How...