Billions flood into artificial intelligence infrastructure as major players lock in compute
A wave of multi-billion-dollar commitments across chips, cloud, and data centers is reshaping the artificial intelligence infrastructure landscape as companies like OpenAI, Nvidia, Meta, Microsoft, Oracle, and Google race to secure long-term compute capacity. Finance leaders are being urged to track capex cycles, energy and real estate bottlenecks, and growing concentration and counterparty risk as these mega deals accumulate.
