This document discusses the capacity challenges faced by tech companies due to rising and unpredictable demand for data storage and processing. It identifies four key trends driving this challenge: 1) Demand is huge and growing rapidly, 2) Demand is unpredictable, 3) Demand is emerging in new markets, and 4) Demand is variable. It then provides examples and statistics to illustrate each trend before discussing potential solutions for delivering capacity flexibly and at scale around the world.