Spending on AI infrastructure has been growing at a blistering pace, and based on what the major cloud computing companies have planned, it's going to keep right on growing. Artificial intelligence (AI) is expected to have a massive impact on the global economy over the long run. That's the reason why demand for cloud computing infrastructure from the likes of Amazon, Microsoft, Google, and Oracle is well exceeding supply. But the growth trend is likely to continue thanks to AI infrastructure projects such as Stargate. And now, the chip giant has entered into a strategic partnership worth $100 billion with OpenAI to develop at least 10 gigawatts of AI data centers.