The billion-dollar infrastructure deals powering the AI boom

AI companies are spending billions of dollars on computing infrastructure to power AI models, with estimates of $3-4 trillion by the end of the decade. Major tech companies like Microsoft, Google, Oracle, and Amazon are competing to provide cloud services and specialized hardware to AI labs, leading to massive deals such as Oracle's $300 billion agreement with OpenAI and Microsoft's $14 billion investment in the company. This infrastructure race is straining power grids and pushing building capacity to its limits as the industry races to meet the enormous computing demands of AI training.