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Terminal News·Council··1 min read·Current · The AI Capex Race

The AI Capex Race: AI infrastructure demand could double as funding rounds accelerate

Infrastructure demand and supply constraints shape the capital race

Global Desk · composed from 11 outlets · every claim links to its sources

What happened

OpenAI is negotiating a $30B funding round with UAE funds at a $1.4T valuation. 1117 Nokia's CEO said technology sector AI infrastructure demand could double and data centers would build twice as fast without supply constraints. 822 Singapore's Zerra DC secured Macquarie backing for Asia-Pacific data center expansion. 19 Nvidia-backed Reflection AI released open-weight model Beam to compete with US and Chinese giants. 410

Why it matters

Infrastructure demand and data center expansion underscore the scale of capex needed to support AI deployment. 82219 Nvidia's inventory turnover fell to a multi-year low, reflecting memory and substrate wafer constraints. 14

What to watch

Supply chain constraints and Nvidia's inventory levels will affect how quickly AI infrastructure can scale. 141821 OpenAI's $30B round valuation may signal investor expectations for future AI infrastructure returns. 1117

Sources · 22

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