AI Spending Boom: Trillions Invested, But Is It Sustainable?
Update: 2025-09-30
Description
AI Spending to Skyrocket: Citigroup Raises Forecast to $2.8 Trillion! Big Tech's AI infrastructure build-out is exploding, driven by hyperscalers and enterprise demand since ChatGPT's arrival. Giants like Microsoft and Amazon are borrowing billions to construct massive data centers, impacting free cash flow and raising investor questions about sustainability. But with companies like Eli Lilly and Hitachi already seeing AI's value, demand is projected to surge, requiring 55 gigawatts of new power capacity by 2030, signaling massive growth and business confidence in AI's future.
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