Infrastructure Spend in the AI Era
At a recent industry event, conversation turned – as it always seems to these days – to the economics of the AI buildout. It’s no secret that the AI race has involved massive and escala…
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tecosystems Infrastructure Spend in the AI Era By Stephen O'Grady | @sogrady | April 29, 2026 Share via Twitter Share via Facebook Share via Linkedin Share via Reddit At a recent industry event, conversation turned – as it always seems to these days – to the economics of the AI buildout. It’s no secret that the AI race has involved massive and escalating capital investments in datacenters and other infrastructure, hardware, power and related cost centers. For most of the conversation’s participants, however, it had been some time since anyone – us included – had examined the numbers in detail, both for the slope of the trajectory and for the context around the spending itself.
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