AI Infrastructure Demand on the Rise
According to Rudina Seseri, founder and managing partner at Glasswing Ventures, the demand for AI infrastructure is strong and will continue to be a multi-year cycle. This is because companies are turning towards becoming vertically integrated players in the AI business, driving the need for high AI capital expenditure (capex).
The Indian market is also expected to witness significant growth in AI adoption, with companies across various sectors investing heavily in AI infrastructure. This trend is likely to continue as businesses seek to leverage AI to improve efficiency, reduce costs, and enhance customer experience.
Key Drivers of AI Capex Demand
- Increasing adoption of AI across industries
- Growing need for vertical integration in AI
- Rising demand for AI infrastructure
- Improved efficiency and cost savings
- Enhanced customer experience