Gartner warns $3.5tn of AI infrastructure spending is at write-down risk
THE SO WHAT
A projected $3.5T of AI infra at write-down risk by 2030 is a warning that not everyone can be a full-stack “neo-cloud”—overbuild and misaligned capacity will get punished. If you’re signing long-dated compute or data center commitments, tie them to specific, validated workloads and revenue, not generic “AI demand.”
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