IBM CEO Questions Trillion-Dollar AI Data Center Spend

IBM CEO Arvind Krishna is questioning the massive spending on AI data centers. He suggests current commitments could require trillions of dollars in capital expenditure. This comes as companies like OpenAI and chipmakers expand their infrastructure plans, some reaching gigawatt scale. Krishna specifically doubts if an $8 trillion investment in Artificial General Intelligence, or AGI, would be recoverable. IBM, he notes, is focusing on enterprise AI rather than these large-scale AGI infrastructure bets. This discussion highlights the economic considerations in the rapidly expanding AI landscape.