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PTC'26: The new AI arms race runs on power, data centres and chips

A sharp rebound in capital spending, accelerating AI demand and growing constraints around power and talent are reshaping the economics and geopolitics of digital infrastructure, according to Bill Barney’s opening keynote at PTC’26 in Honolulu.

By João Marques Lima

Founder and Editor, The Tech Capital

11 Mins

The digital infrastructure industry has moved decisively into a new phase, driven by artificial intelligence, unprecedented capital intensity and a shift in how nations think about technology and sovereignty.

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João Marques Lima

Founder and Editor, The Tech Capital

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