Published Oct 15, 2026, 4:36 AM ET · Updated a month ago · 1 source

AI Race Puts $3.5 Trillion at Write-Down Risk, Gartner Warns

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Original Report

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.