UBS models $4.1T in AI infrastructure spending by 2028 - it assumes the power just shows up
This story is from 2026-08-22. It is preserved in the archive; the latest stories are on the live feed.
Everyone talks about chip supply as the bottleneck on AI buildout, but power interconnection is turning into the harder constraint in several major markets, and it works nothing like a chip shortage. A chip shortage is a supply problem: fabs run flat out, backlogs clear eventually, prices come down…
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- 2026-08-22 15:51 · r/artificial
UBS models $4.1T in AI infrastructure spending by 2028 - it assumes the power just shows up