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Gartner forecasts up to $3.5 trillion in AI infrastructure write-downs by 2030

1 article1 sourcesince Oct 19Last article 34m ago ·

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Gartner forecasts nearly $1 trillion in AI infrastructure spending in 2026 and another $6 trillion from 2027 to 2030.

The firm says more than $3.5 trillion of that spending could need write-downs by the end of 2030 because revenue will not cover costs. Gartner names neoclouds as the most exposed, saying their market grows too slowly to let them recoup investments before current AI chips are replaced.

Written by AI from the articles below · updated Oct 19, 2:29 PM ET

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Latest developmentOct 19, 2:26 PM ET
Gartner says AI infrastructure spending could face $3.5 trillion in write-downs by 2030

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Oct 19
  1. Rohan PaulX
    Gartner says AI infrastructure spending could face $3.5 trillion in write-downs by 2030

    AIGartner forecasts nearly $1 trillion in AI infrastructure spending in 2026 and another $6 trillion from 2027 to 2030. It says more than $3.5 trillion of that spending could need write-downs by the end of 2030 because revenue will not cover costs. Neoclouds are the most exposed, since their market grows too slowly to help them recoup investments before current AI chips are replaced.

    Image from @rohanpaul_ai's post

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