AI is fueling high demand for compute power, spurring companies to invest billions of dollars in infrastructure. But with future demand uncertain, investors will need to make calculated decisions.
Junko Yoshida for Yole Group
https://www.mckinsey.com/industries/technology-media-and-telecommunications/our-insights/the-cost-of-compute-a-7-trillion-dollar-race-to-scale-data-centers

Published : 16-Nov-2025