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Gartner warns $3.5tn of AI infrastructure spending is at write-down risk

“All of them want to be the full-stack. They can’t all be,” Gartner analyst Will Sommer told Bloomberg. More than $3.5tn of AI infrastructure spending faces possible impairment by the end of 2030, Gartner said on 14 October. That would happen if AI providers keep spending at their current pace. Com…

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  1. 2026-10-17 12:51 · The Next Web
    Gartner warns $3.5tn of AI infrastructure spending is at write-down risk

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