Building just one gigawatt of AI-ready data-centre capacity costs $40–$50B. OpenAI is targeting 10 gigawatts, a massive $400–$500B investment.

Most of that doesn’t come from revenue. It comes from huge external capital, which reshapes how model providers design pricing and how software companies manage rising input costs.

In this video, I break down why this matters for leaders, how these costs affect the AI tools you rely on, and what benchmarks you should put in place to protect performance, reliability, and value as AI economics rapidly shift.