Tony Wilkinson: The AI infrastructure boom is real

There is a moment in every great technological transition when it stops being a story about software and starts being a story about the physical world. On the topic of artificial intelligence – and the investment being poured into the infrastructure to support its transformational development – we are entering that moment now.  Whether you believe AI is a bubble or not, this investment is real. Much like the early days of the dot.com boom, and the necessary investment in creating the plumbing to support the web, this wave of AI investment will change the way we live beyond simply bein...