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The AI boom is pushing infrastructure investments to new heights. Tech companies are investing a staggering $700 billion into the data center buildout, a sum that rivals the GDP of developed economies like Sweden, and is more than double the total inflation-adjusted cost of the Apollo missions—projects that sent humans to the moon. Nvidia is a critical supplier in that buildout, providing the processors that power AI factories. The $1 trillion demand figure is further proof that the buildout is all gas, no brakes, even as competitors like Advanced Micro Devices (AMD) struggle to close the gap. All of this comes despite looming fears of an AI bubble, as flagged by business leaders like Microsoft CEO Satya Nadella and “Big Short” investor Michael Burry.
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