The debate over artificial intelligence has centered on one thing: the cost of the infrastructure needed to support it. That focus may be missing the point. A wider lens shifts attention to the companies already using AI to run their businesses more efficiently.
The key point to remember is that AI isn’t a one-time investment. The savings it delivers depend on an ongoing commitment—one far smaller than the CapEx hyperscalers are pouring into data centers, but far more durable. These investments aren't going away, and they will grow.
