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A new report released by Moody’s Ratings is already changing the perspective of investors on the next generation of the artificial intelligence (AI) cycle. Moody’s believes that at least $3 trillion of investments are set to be made in the next five years in relation to the data center industry, which encompasses servers, computers, infrastructure, and power. This indicates that the AI era has really just begun.
The report points out that the competition to add data center capacity remains in the early stages and is set to pick up pace over the coming 12 to 18 months. Currently, just six U.S. hyperscalers alone are set to commit around $500 billion to data center infrastructure by the end of 2026.
