McKinsey: ~$7T AI infrastructure by 2030 needs ~$760B annual profits
ingliguori · x · 2026-10-24
McKinsey estimates $7T in AI infrastructure investment by 2030, which would require roughly $760B in annual profits to justify. Energy is the main constraint; emerging power pathways that could outrun grid upgrades include small modular reactors, everything-to-grid, direct lithium extraction, passive radiative cooling, and containerized/behind-the-meter power.
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