‘The defining divide in enterprise software over the next five years will be between companies that rent intelligence versus companies that own it’: Enterprise AI is becoming increasingly distributed

A data center in a blue light.

With demand for artificial intelligence straining supply chains across the entire development cycle, the tech sector has never been under so much pressure to perform.

But the race to build even more AI tools, to train frontier models and to automate workflows has led to a global construction boom, with hyperscalers investing hundreds of billions in huge data center projects that are themselves under social and environmental scrutiny.