AI's Buildout Goes Vertical From Power Plants to Turbines

PwC forecasts $31.6 trillion in cumulative global data center investment through 2050, with an upside scenario reaching $50 trillion. Those numbers make the scale of the AI buildout clear. What that capital is now chasing goes beyond chips and models, and into physical infrastructure. In this issue of Digital Power Digest, Keel Infrastructure SVP Chris Ruppel breaks down why the AI race has moved decisively into the physical economy and traces the bottleneck as it migrates from GPUs to electricity and now deeper into the supply chain behind it. SpaceX's push to manufacture its own gas-turbine blades and vanes is one example.