NEWS★ DEEP TECHFEB 28, 2026
AI’s biggest story may now be infrastructure, not apps
Billion-dollar AI infrastructure deals show the market is shifting toward data centres, power, chips, and financing, not just app-layer products.
The AI boom is increasingly being built in concrete, steel, silicon, and power contracts.
What happened
A wave of billion-dollar infrastructure deals has been powering the AI market.
Why it matters
Models and apps get the headlines, but the bottlenecks are chips, data centres, electricity, cooling, cloud agreements, and financing.
The bigger picture
AI is becoming an infrastructure market. The companies that control capacity may shape what everyone else can build.
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