Artificial intelligence has moved from a software story into one of the largest infrastructure investment cycles in the technology sector. Spending now reaches accelerators, custom chips, high-bandwidth memory, networking, cloud capacity and the data platforms that enterprises need to put models into production. IDC expects worldwide AI spending to increase from $307 billion in 2025 to $632 billion in 2028. That pace creates several paths to growth, but it does not spread the economics...
