Why the Search for “Peak AI” Spending is Misguided
Global AI spending is projected to exceed $2.5 trillion in 2026, challenging the notion of “peak AI” spending as a flawed perspective. Major companies, including Amazon, Microsoft, Google, Meta, and Oracle, are expected to collectively invest over $600 billion on AI infrastructure by 2026, indicating sustained and growing investment in AI as a fundamental utility rather than a one-time project.
This evolving landscape of AI requires ongoing investment in a diverse ecosystem that includes data centers, chips, and power sources, similar to other vital utilities. With infrastructure forecasted to reach nearly $758 billion by 2029 and total global data-center spending approaching $7 trillion by 2030, the demand for AI infrastructure is set to expand continuously, reflecting a significant shift in how the technology is integrated into daily operations and national security considerations.
