“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.
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October 17, 2026 at 12:51 PM
Gartner warns $3.5tn of AI infrastructure spending is at write-down risk
The Next Web
Excerpt from The Next Web.
