BREAKING
Data Center Spend Seen Hitting $6.7tn
0
tn
AI spend
0
tn
Non-AI spend
0
GW
AI power base case
Scenarios Range Widely by 2030
Constrained
3.7
Base case
6.7
Accelerated
7.9
0
B
Big Tech 2025 capex
0
B
Gartner DC 2025
0
%
YoY growth
Optimists vs Skeptics
Optimists
NVIDIA
●
Demand seen as insatiable
●
Largest infrastructure project ever
Skeptics
IBM
●
Silicon has a short lifespan
●
Interest could near $800bn a year
Compute as a Civilization Constraint
AI NEWS BLITZ
McKinsey says global data center investment could reach 6.7 trillion dollars by 2030.