What's at stake in AI's trillion-dollar gamble

Why it matters

Hyperscalers are on track to spend roughly 1.1 trillion dollars on data centres by 2027, and the piece lays out how much productivity growth that bet requires to pay off. For marketers leaning on AI tooling, it is a caution that the cost base underneath these tools is unproven and pricing could move sharply either way. Plan AI dependencies with that volatility in mind.

The source