More than $3.5 trillion of AI infrastructure spending could be at risk of impairment by 2030 as the industry’s investment boom threatens to outpace the revenue required to justify it, according to an analysis by market research firm Gartner Inc.

Gartner warns that over $3.5 trillion in artificial intelligence capital spending faces potential impairment through 2030 due to a widening divide between infrastructure expenditures and actual market returns.

More than $3.5 trillion of AI infrastructure spending could be exposed to impairment by the end of 2030, if AI providers continue their current pace of capital spending, according to Gartner, Inc., a business and technology insights company. “In 2026, AI providers are expected to spend nearly $1 trillion on AI infrastructure, and are forecast to invest an additional $6 trillion […]

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Research and advisory company Gartner Inc.'s top attorney will depart next Friday to join financial intelligence and credit ratings company S&P Global.