Reuters: AI infrastructure boom enters its payback phase

Reuters analyzed the scale of AI infrastructure investment and its financial risks: PwC projects cumulative global data-center spending could exceed $30 trillion by 2050, while Bain estimates builders may need over $4.2 trillion in additional revenue within five years.

• PwC: global data-center spending could top $30 trillion by 2050
• Bain: AI infrastructure builders may need $4.2 trillion in extra revenue over five years
• Demand drivers include AI agents, coding, science and robotics
• The gap between spending and measurable productivity gains remains unresolved