Our Scans · AI as Critical Infrastructure · Weekly Summary

• [New] The global AI build-out will cost $7 trillion over the next four years, with the four largest hyperscalers having already spent more than $400 billion on infrastructure last year alone. Insurance Journal
• [New] Cloud operators such as Amazon, Alphabet, Microsoft and Meta are together expected to spend close to $700 billion in capital expenditures in 2026 as they expand AI infrastructure. GlobeNewswire
• [New] Capital & macro trends Hyperscalers are projected to pour over $600bn into AI infrastructure in 2026. LinkedIn
• [New] AI infrastructure will require approximately 175% more electricity by 2030 compared to current consumption levels. Newswire
• [New] Data centers, the global infrastructure powering AI, could consume 945 terawatt-hours of electricity annually by 2030 - nearly triple the combined annual electricity use of Pakistan, Bangladesh, and Nigeria, countries collectively home to more than 650 million people. UN News
• [New] India's upcoming Statistical Business Register will leverage AI and analytics to map supply chains, identify investment clusters, and guide logistics infrastructure investments. Economic Times
• [New] To fully exploit the potential of an emerging AI revolution, America is going to need an energy revolution to power digital infrastructure, especially data centers. American Enterprise Institute - AEI
• [New] The broader field of AI in aerospace and defence is expected to grow from approximately $24.5 billion in 2024 to $43 billion by 2030, indicating the increasing role of AI-driven data infrastructure in defence operations. Cision PR Newswire
• [New] Infrastructure spending alone is forecast to rise +31% to $154 billion, with servers growing +53%, as businesses look to meet growing demand for AI data center expansion. Retail Rewired
• [New] Masayoshi Son's proposed mega-investment could reshape Europe's AI infrastructure landscape, though formal commitments are still taking shape. Crypto Briefing
• [New] Analysis from TS Lombard last week put the expense of the AI buildout in perspective: The U.S. is expected to spend nearly 2% of its GDP on AI infrastructure in 2026 - nearly all by private companies and investors. Forbes
• [New] Musk contends that while Earth-based infrastructure may support roughly one terawatt of annual AI computing capacity growth, the Moon could ultimately support hundreds or even thousands of times that amount. The WealthAdvisor
• [New] Alibaba plans to invest more than $55 billion in AI infrastructure and cloud data centers between FY2026 and FY2028. Bingx Exchange
• [New] $55 Billion AI Infrastructure Expansion: Alibaba plans to invest $55 billion in AI data centers and cloud infrastructure between FY2026 and FY2028. Bingx Exchange
• [New] AMD's normalized EPS is expected to grow from about $4 in 2025 to around $11 by 2027, driven by continued share gains in data centers and sustained demand for AI infrastructure, translating incremental revenue into real earnings expansion. Kavout
• [New] Looking ahead to 2036, AI datacenter liquid cooling will become increasingly central to hyperscale and enterprise AI infrastructure as operators continue deploying higher-density GPU clusters and large-scale AI training environments. Morningstar, Inc.
• Goldman Sachs projects annual AI infrastructure spending will hit $800 B by the end of 2026. / USA AI-Weekly
• The launch of infrastructure for autonomous AI agents and a dedicated blockchain testnet could drive long-term adoption and validate the ASI Alliance's foundational thesis. CoinMarketCap

Last updated: 23 June 2026