📍The biggest story in tech isn’t chatbots or model launches. It’s the global build-out of compute, power, and data infrastructure — and it’s accelerating faster than expected. ⸻ Hey Builders! Every hype cycle eventually tells on itself — not through the noise, but through the incentives. For the last 12 months, AI’s spotlight has lived on models, apps, and demos. But if you step back — the way a behavioral economist would — the pattern becomes obvious: markets are quietly reallocating attention, capital, and optionality toward the infrastructure layer. Because that’s where the durable value lives. And this week’s signals make the incentive shift unmistakable: Countries, enterprises, and cloud providers aren’t chasing the next chatbot. They’re racing to control compute, energy, cooling, and land — the scarce inputs every AI system depends on. When behavior changes before the narrative does, that’s your early indicator of the next decade. The real arms race isn’t software. It’s everything beneath it. ⸻ 🗞 Top Story — AI Infrastructure Is Becoming the New Industrial Policy The new data shows a profound shift in where capital is flowing. ▪️ Global data-center power demand is on track to increase 160% by 2030 as AI workloads surge (IEA). ▪️ Hyperscale investment is exploding, with global spend on AI-optimized infrastructure projected to surpass $1 trillion annually by decade’s end (McKinsey). ▪️ Major tech firms continue long-term land and utility acquisition to secure power for GPU clusters — often years before construction begins. ▪️ Data-center operators in the U.S., Singapore, and India are warning of grid constraints and rising energy costs, signaling the first signs of structural bottlenecks. ▪️ Meanwhile, GPU shortages persist in several markets due to surging LLM and inference demand, increasing the premium on compute-rich regions. This isn’t another app cycle. It’s an industrial build-out. The companies and cities that win the next economy will be the ones who understand compute as infrastructure — the same way we once understood ports, railroads, and power grids. ⸻ ⚡ Quick Briefs — What’s Moving in AI and Infrastructure This Week ▪️ Data-center REITs hit new highs as investors price in long-term AI demand. ▪️ Semiconductor supply chains remain tight, especially across HBM and advanced packaging. ▪️ Utilities in multiple states report double-digit power-demand growth tied directly to AI data-center campuses. ▪️ Venture funding is shifting toward companies building energy, cooling, and data orchestration solutions — not consumer AI apps. ▪️ Edge and micro-data-center startups are gaining traction as enterprises diversify workload locations. ⸻ 🧱 Builder Insights 1️⃣ If you're building AI products, design for infrastructure constraints. 2️⃣ The real opportunities are in energy management, data flow, compute orchestration, and reliability — not just applications. 3️⃣ Skills in distributed systems, energy systems, and applied AI will hold the highest value. 4️⃣ GPT-apps may be easy to replicate. Infrastructure advantages are not. 5️⃣ Pay attention to where power is being allocated. That’s where growth is going. ⸻ 🎬 Closing Thought The first era of AI was about software breakthroughs. The next era is about physical reality: electricity, land, cooling, and compute. Builders who understand this shift early won’t just follow the AI economy — they’ll help define its foundations. ⸻ ⚡ OHUBNext Daily Brief — investments, edge tech, and moves that matter. For 12+ years, OHUB has been building pathways to multigenerational wealth through exposure, skills, entrepreneurship, capital markets, and inclusive ecosystems.