AI is pushing technology companies to rethink the foundations of cloud computing. As more businesses adopt AI tools, the industry is spending heavily on the hardware and data centres needed to run them.
Much of the current spending is focused on infrastructure rather than software. Chips, networking equipment, power systems, and large data centres are becoming the main priority as companies prepare for the computing demands of AI systems.
The scale of investment is growing quickly. US technology companies including Alphabet, Amazon, Meta, and…
