Data center infrastructure is becoming the real bottleneck for AI expansion. One major cloud provider just reported delivering nearly 400 megawatts of compute capacity to clients in the latest quarter, while GPU supply surged 50% compared to the previous period.

This capacity crunch affects everything downstream—from DeFi protocols running AI validators to exchanges managing high-frequency trading infrastructure. As demand for computational power intensifies, whoever controls the pipeline of GPU and data center resources essentially controls the AI economy. The trend is clear: infrastructure providers are the new power brokers in this cycle.