Big Tech's $630 Billion AI Bet: Why It Matters Beyond the Data Center

Tech giants plan at least $630 billion in AI infrastructure spending this year—mostly data centers and chips. What sets this apart: demand isn't capped by a single use. Training models, running them live, and real-time analysis each demand serious computing power with no clear end point. That scale sustains chip makers like Nvidia and ripples through suppliers handling cooling and connections.