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AI hyperscalers may need to raise productivity 2.7 times by 2030 to justify nearly $1.1 trillion in infrastructure spending through 2027, according to new research.
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AI hyperscalers may need to raise productivity 2.7 times by 2030 to justify nearly $1.1 trillion in infrastructure spending through 2027, according to new research. Key Points: - AI hyperscalers face a 2.7-times productivity hurdle by 2030 to justify current infrastructure commitments. - Morgan Stanley estimates about $2.9 trillion in global data-center spending through 2028, with roughly $1.5 tri...
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