The Gensights Library
Analysis
Written documentaries, deep dives and data visualizations on companies, technology, artificial intelligence, industry, finance and luxury. Each analysis goes to the heart of the forces shaping the global economy.
12
analyses published
Continuously updated
AI & Data
AI & Data
Data center investment 2024
≈ $500B
Why Data Centers Have Become AI’s New Battleground
Data centers have become strategic infrastructure for AI. Investment, electricity, chips and grid connections now determine how much computing capacity can actually come online.
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AI & Data
Data Center Revenue (FY2026)
$193.7B
How NVIDIA Became the Infrastructure Behind AI
NVIDIA's dominance in AI is not built on a single chip. Its advantage comes from an integrated infrastructure connecting GPUs, software, networking, and data centers.
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