Possibilities and Pressures: The Current State of AI Digital Infrastructure

Artificial intelligence is driving a profound transformation across the global economy, creating a sharp increase in demand for digital infrastructure. Much like the railways of the 19th century or the dot-com era of the late 1990s, this technological shift requires substantial upfront investment, long lead times, and patient capital, often amid periods of uncertainty and rapid change.

In this latest report, Possibilities and Pressures: The Current State of AI Digital Infrastructure, we examine the evolving landscape of AI-driven data centers within the US real estate market. We explore the scale of demand growth, the constraints shaping supply, and the emerging funding gap as infrastructure struggles to keep pace with technological advancement.