openai

AI Spend Shifts to Infrastructure, Baker Tilly

The rapid expansion of artificial intelligence is reshaping investment priorities, with capital increasingly flowing toward the physical infrastructure needed to support AI rather than the applications themselves, according to a new Baker Tilly report. The firm’s Investment Monitor: AI & Digital Infrastructure concludes that data centers, semiconductors, power infrastructure and related assets have become the preferred targets for venture capital, private equity and merger-and-acquisition activity as investors shift from funding AI ... [+]