#infrastructure

• AI's $2.5 Trillion Bet Needs 250 Million Jobs to Break Even

  AI has already consumed $1.5 trillion in infrastructure. To break even, it must replace 250 million jobs—more than the entire US nonfarm workforce.

• AI's Real Bottleneck Isn't GPUs—It's Storage and Data Mobility

  GPUs get the headlines, but AI storage and data mobility are becoming the real constraints on enterprise AI economics and strategy.