Will this massive Vest in AI infrastructure pay off..?

The AI age may well be primarily transforming our virtual space ATM but wit all the data processing centres being built as part of the AI infrastructure, we're also seeing something of an massive phase of new industrial production too.

The AI Arms Race in Infrastructure

In the United States more money has been poured into AI data centers over the past three years than it cost to build America's entire interstate highway system-in real terms. These are mainly built (unsurprisingly) in remote areas, and demand huge amounts of electricity and water to power and cool them.

And the states where these are being constructed generally welcome them because they are huge economic boost.

All of the major players are piling huge sums into the construction of these data centres: Amazon, Microsoft, Meta, and Google are all betting billions.

Will It Pay Off?

Some consultants are forecasting the AI industry will generate $2 trillion in annual revenue by 2030, and that's more than the combined annual revenue of the top four, so if these forecasts are correct, that's billions invested for trillions in return.

If those stats pad out then this will be great for the tech companies.

However there's a lot of ifs and buts, a lot of risk: we're assuming AI can continue to take over a lot of our current regular jobs, and we're assuming regulation doesn't kill the boom.

And another risk is that every data centre, once built, costs a fortune to maintain.

Efficient...?

i've no idea the extent to which we've got a duplication of resources here thanks to four different companies each building their own infrastructure, or whether demand is split between them?