Several storylines about the AI infrastructure buildout intersect, overlap and are conflated based on the stakeholder group. This reporting highlights specific aspects related to investors and risktakers, focused on the way in which the technology is changing. If you don’t understand how this is moving, much of the rest won’t matter. Additionally, some of the economics of how investment is coalescing will be discussed. These are new directions, with many rabbit holes. This general guide serves to help identify one’s place in the changes ahead and focus on the essential.
The 13-page analysis includes the following sections:
Technology pacing;
Financial metrics indicate growth;
Select chip and digital infrastructure dynamics;
The factor of time
Rate of change in the physical world.
A video walk-through of highlights with additional economic evidence of the buildout is included. (Clip below)
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REGIONAL ECONOMIC INDICATORS ADDENDUM
A clip from the video companion to the white paper
A few select ideas from Main paper:
The AI industry is currently pacing three times faster than the internet, mobile, and cloud sectors.
The chip layer is expanding significantly and represents the most expensive part of the AI infrastructure buildout.
Fed Chairman Warsh noted that market participants must act as information intermediaries; this is owing to technology moving fast and data lags official tracking.
Below are two important histories: a May 2023 first instance of LLMs/AI and Nvidia’s impact on the Nasdaq, followed by a preview and explainer about the Jan 2026 feature regarding the AI buildout from a Tier 1 data center market, Dallas.