E961 - AI Infrastructure Spending Hits $2.59 Trillion as Hardware Costs Reshape the Market

In today’s Cloud Wars AI Minute, I break down Gartner’s $2.59 trillion AI infrastructure spending figure and why rising compute and memory costs are shifting where the economics of the AI boom are landing.

Highlights

00:11 — Let's talk about this new Gartner number that just came out. Gartner is claiming that it's $2.59 trillion in CapEx expenditures that we're starting to see companies investing in the AI infrastructure space. Well, this is a very big number, and in an earlier video, I covered the fact that now we're starting to see cash flow not being able to kee...