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888 Capital, Not Compute, is the Real AI Bottleneck

The Information
The Information Partnerships @ The Information · 05/11/2026 12:19 EDT

Capital, Not Compute, is the Real AI Bottleneck

Satisfying AI’s ravenous appetite for power and compute has kicked off a once-in-a-generation infrastructure expansion that is also one of the most expensive in modern history. Nvidia CEO Jensen Huang has estimated a single gigawatt of capacity can cost as much as $50 billion. With McKinsey projecting data center demand could reach 156 GW by 2030, the total investment required could approach $7 trillion.

While the need for graphics processing units is immediate, the infrastructure needed to deploy them at.

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