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Gimlet Labs

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Global AI infrastructure investment and supply constraints

11 clusters · 90 sources · last updated

Latest: AI infrastructure investment sustainability faces scrutiny over debt dependency

Global investment in artificial intelligence infrastructure continues to grow at an unprecedented rate, with major technology companies projected to drive capital expenditures that could surpass US$ 1.3 trillion by 2027.

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AI infrastructure startup funding trends

2 clusters · 12 sources · last updated

Latest: AI startups Metal and Gimlet Labs secure significant new funding

The AI infrastructure sector has seen significant capital inflows directed toward specialized software and hardware optimization. In August 2026, London-based Callosum secured $100 million in seed funding to develop so