Artificial intelligence (AI) has the potential to become one of the most impactful general-purpose technologies in history. Yet the realization of future AI breakthroughs will likely be tied to the buildout of capital-intensive physical infrastructure, including AI factories and compute and power infrastructure, among other considerations.

Our latest paper explores how needs are evolving to meet AI’s demands—and how that may also translate into an estimated investment opportunity of more than $7 trillion over the next decade, based on recent market trends and internal research.