The next phase of AI infrastructure investment may depend as much on the changing economics and geography of computing as on the expansion of hyperscale data centers. Here's why that matters. The Evolving AI Infrastructure Demand The artificial intelligence infrastructure conversation has largely been dominated by the construction of increasingly enormous data centers, massive investments in GPU capacity, and the race among hyperscalers to develop the computing resources necessary to train increasingly sophisticated AI models. That investment cycle is far from over. However, another development is beginning to reshape the industry's longer-term infrastructure requirements: the growing importance of AI inference. Training establishes the capabilities of an AI model. Inference puts those capabilities to work, generating responses, analyzing information, executing tasks, and increasingly coordinating autonomous workflows. As enterprise organizations move beyond experimentation tow...
Four years into the Wharton Human-AI Research and GBK Collective tracking study, artificial intelligence adoption is no longer the story. Among managers and above, 62 percent now use AI daily, and 73 percent say it has significantly changed how their department works. Positive returns are near-universal, at 80 percent. The problem sits one rung higher. Only 28 percent report strongly positive returns, and just 7 percent of organizations succeed on all three of the study’s success markers: proving value, transforming workflows, and aligning the organization behind a cohesive strategy. That 52-point gap between positive and strongly positive is where executive attention now belongs. Funding for Transformation, Measuring for Convenience Here is the tension at the center of the data. Some 83 percent of managers and above expect Applied-AI to fundamentally transform or majorly affect their industry within two to five years. Yet the most common test departments apply to their own AI spend is...