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Artificial Intelligence (AI) Infrastructure Spend Could Hit $6.7 Trillion by 2030, According to McKinsey. 4 Data Center Stocks to Load Up on Right Now Like There's No Tomorrow.
AMDAMD(AMD) The Motley Fool·2025-05-19 03:22

Global management consulting firm McKinsey & Company recently published a report detailing compelling trends in research and development (R&D) and capital expenditure (capex) related to artificial intelligence (AI) investments over the next five years.Per McKinsey's analysis, spending on AI infrastructure could reach 6.7trillionby2030.Amongthesedifferentinfrastructureopportunities,McKinseyestimatesthatnearly6.7 trillion by 2030. Among these different infrastructure opportunities, McKinsey estimates that nearly 3.1 trillion will be allocated toward chip designers for AI-equipped data centers.Let' ...