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Global data center buildout accelerates amid AI infrastructure surge
AI-driven data center expansion could require $3 trillion in investment, though power constraints and execution risks may influence long-term outcomes.
Investment in AI infrastructure is driving an unprecedented expansion of global data centers, with capital requirements estimated at nearly $3 trillion over the coming years. The surge is fueled by rising demand for AI model training, inference workloads, and cloud services. However, operators face challenges including power availability, cooling constraints, and regulatory approvals. Execution risks may shape winners in the AI infrastructure boom.