Infrastructure Powering Intelligence: What It Takes to Make AI Run

Artificial intelligence depends on a robust network of physical and digital assets, including semiconductors, data centers, energy systems, telecommunications, and resilient supply chains. As AI adoption accelerates, governments and investors are deploying unprecedented capital to build the infrastructure needed to power it. Competition for energy, compute capacity, and critical resources is rapidly becoming a strategic priority. Where will capital flow next? Which investments will deliver the greatest long-term value? And what will determine leadership in the global AI economy?