America’s AI Boom Is Now an Infrastructure Bet
Record AI spending is reshaping construction, energy and manufacturing, but productivity must eventually justify the physical buildout.
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Investment
16 posts
Family Offices Use AI Far More Than They Invest in It
Ocorian finds 86% of family offices use AI operationally, while only 7% currently seek direct investments in AI companies.
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Goldman Sachs Sees AI Capital Moving Toward Data Centres
AI investment is shifting toward data centres as compute, power, cooling and grid access become the scarce foundation beneath model growth.
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JPMorgan Treats AI Spending as Part of Core Banking Infrastructure
JPMorgan’s technology budget is approaching $19.8 billion as AI expands across fraud, lending, markets, documents, and internal knowledge systems.
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Insurers Increase AI Spending While Employee Confidence Falls
Accenture finds insurance leaders planning more AI investment as training, role redesign, employee adoption, and job security lag behind process change.
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JPMorgan Treats AI as Banking Infrastructure, Not a Side Project
Jamie Dimon is defending long-term AI spending as necessary infrastructure, with internal platforms designed for control, auditability, and broad incremental gains.
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CFO Optimism Puts AI Productivity Under Financial Scrutiny
Deloitte’s UK CFO survey finds rising confidence in AI and long-term technology spending, paired with cautious risk appetite and stronger demands for measurable value.
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An AI Bubble Could Burst Without Ending the AI Era
Soaring valuations and infrastructure spending may invite a correction, but the dot-com era suggests financial excess and lasting technological change can coexist.
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Salesforce Puts $15 Billion Behind San Francisco’s AI Future
Salesforce is coupling a five-year investment in its hometown with Agentforce 360, betting that talent, trusted data, and enterprise AI agents will reinforce one another.
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AI Spending Is Surging While Customer Value Stays Elusive
A Red Hat survey found that 89 percent of UK organisations had yet to create customer value from AI, even as investment plans accelerate.
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