AI Infrastructure Spend to Hit $487B in 2026 as Power Limits Bite
The AI sector's physical backbone is expanding rapidly, with $487 billion expected in 2026 and over $1 trillion by 2029. Power constraints, not GPU supply, are becoming the key bottleneck, and projects like AZIO's Atlas One aim to integrate power, fiber, and modular compute.
Source: Financialcontent · Financial Post