What’s new
- Multi-billion-dollar, long-term GPU/AI compute deals are being signed, locking in supply for years ahead.
- Analysts forecast 300%+ growth in cloud AI/GenAI spending by 2028.
Why this matters
AI compute has become a strategic resource. Those who secure capacity early will avoid bottlenecks, but scale introduces new risks—energy, cooling, compliance, and data movement costs.
Atgeir’s viewpoint
- Infrastructure planning is now a strategic differentiator.
- Future-proofing for multimodal and parameter-heavy models is essential.
- Atgeir guides enterprises on hybrid/edge mixes, partner mapping, and optimized data pipelines to avoid cost overruns.
