The massive infrastructure build‑out driving artificial intelligence shows no sign of slowing down. Companies such as Microsoft, Meta Platforms, Amazon and Alphabet are pouring hundreds of billions of dollars into data‑centers, next‑gen chips, power and cooling systems to meet surging demand.
Analysts forecast the global generative‑AI economy could hit $4 trillion by 2030, with worldwide data‑centre loads expanding from roughly 70 GW today to 220 GW in the next few years. This isn’t just about software or training large language models—it’s a physical build‑out: land, power, cooling, interconnects, real estate.
At the same time, enterprise adoption remains in early innings. Although spending is soaring, only a small slice of software revenue today comes from AI‑enabled applications, and many firms are still organising data, migrating to cloud, or consolidating before full‑scale deployment.
In short: the industry is shifting from proof‑of‑concept to production‑scale, and the pace of investment suggests this wave will keep building—regardless of the hype.