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AI Infrastructure Spending Hits $2.59 Trillion as Hardware Costs Reshape the Market
In today’s Cloud Wars AI Minute, I break down Gartner’s $2.59 trillion AI infrastructure spending figure and why rising compute and memory costs are shifting where the economics of the AI boom are landing.
Highlights
00:11 — Let's talk about this new Gartner number that just came out. Gartner is claiming that it's $2.59 trillion in CapEx expenditures that we're starting to see companies investing in the AI infrastructure space. Well, this is a very big number, and in an earlier video, I covered the fact that now we're starting to see cash flow not being able to keep up.
01:02 — If we take a…
The skinny
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