3. AI-optimised infrastructure is key to successful adoption
In order to scale, AI-ready digital infrastructure will be key. A number of trends in our 2030 Thematic Roadmap optimistically reflect progress in the build-out of this infrastructure, such as AI-optimised data centres, scalable storage and next-gen networks.
However, in the near term, the lack of purpose-built infrastructure may lead to significant bottlenecks in AI adoption at the sector level.
We’re also observing a desire for new AI-infrastructure to be both resilient and sustainable in nature which is creating some operational challenges. This will influence the outlook for trends such as semiconductors and green data centres.
As AI technologies develop and the risks and infrastructure requirements become clearer, these are the issues we believe will be the most impactful for investors for the rest of the decade.