Increase in AI CapEx in CSPs

Cloud service providers (CSPs) are increasing their CapEx (Capital Expenditure) in the artificial intelligence sector, a sign of greater confidence in the supply chain of the necessary components. This increase in investment translates into greater availability of computational resources for customers developing and deploying AI solutions.

This increase in capital expenditure is a key indicator of the growing demand for computing power for training and inference of machine learning models. The stability of the supply chain allows CSPs to plan and execute long-term investments, ensuring the availability of cutting-edge hardware to meet market needs.

For those evaluating on-premise deployments, there are trade-offs to consider. AI-RADAR offers analytical frameworks on /llm-onpremise to evaluate these aspects.