Yesterday’s News 2025 11 25

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James Eagle: The AI infrastructure boom is here, but will it last

What this chart shows is how imports of data centre equipment have jumped dramatically, while other equipment imports have risen more modestly.

This explosive growth represents just another way to understand the infrastructure demands of artificial intelligence. While the dotcom bubble saw steady increases in tech infrastructure, today’s AI revolution is driving imports at nearly twice the historical rate. The gap between data centre equipment and other imports has never been wider, reflecting the extraordinary computing power required to train and run large language models. Unlike previous tech cycles, this isn’t just about connectivity or storage. It’s about raw processing capability on a scale we’ve never seen before.

Is this infrastructure buildout sustainable, or are we witnessing the early stages of overcapacity?

(James Eagle more…)


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