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The AI Infrastructure Supply Chain: AI Enablers Growing A...
William Blair · 2026-06-24 · via All Articles on Seeking Alpha

Summary

  • The AI infrastructure buildout is one of the largest capital investment cycles in modern history, supported by annual capital expenditure already in the hundreds of billions.
  • The amount of additional electrical power capacity that new data centers may require between now and 2030, on top of the roughly 100 GW already in operation today, is roughly equivalent to the entire electricity-generating capacity of Germany.
  • A modern AI data center can consume as much electricity as a small city.
Equipment in server room

Erik Isakson/DigitalVision via Getty Images

Key Takeaways

  • The AI infrastructure buildout is one of the largest capital investment cycles in modern history, supported by annual capital expenditure (CapEx) already in the hundreds of billions: Hyperscalers (including Microsoft (MSFT

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