The $4 trillion AI buildout starts today—not tomorrow

Data center infrastructure demand is accelerating now. Five investment signals converging.

Jensen Huang’s $3-4 trillion infrastructure spending projection through 2030 isn’t a forecast about the future—it’s describing capital deployment that’s already underway.

The companies enabling this massive buildout are reporting explosive growth right now.

AI computing requirements are creating bottlenecks across the entire technology stack, from manufacturing capacity to specialized cables to enterprise software platforms. Access the full analysis now.

-Christopher

P.S.: One infrastructure segment just reported 69% profit growth—and it’s not even close to market saturation. Don’t miss this critical insight.