Morning Briefing

- No verifiable funding round or major AI-infrastructure product launch appeared in the supplied results. - Gartner warns more than $3.5 trillion in AI-infrastructure spending could face impairment by 2030, highlighting the risk of building capacity too quickly. - A preliminary VentureBeat survey says many enterprises are funding AI infrastructure before finance teams verify returns, showing weak spending discipline. - Power availability and long-term data-center contracts remain the main constraints; the discussion included financing arrangements lasting 10–20 years.