$1 Trillion+ Expected In Global Data Center Supply Chain Spend | IME Capital

Ashi Anand, Founder & CEO of IME Capital, outlines how artificial intelligence is reshaping the global investment landscape on CNBC aired 24th Feb, 2026. While AI is driving productivity gains and cost efficiencies, it also challenges traditional IT services revenue models by compressing billing rates and reducing human-led project intensity. The bigger opportunity, however, lies beyond domestic markets — particularly across the global AI infrastructure build-out. With over $1 trillion in expected capex flowing into data centres, semiconductors, advanced memory, and cooling technologies, investors may need to think globally to fully participate in the AI cycle.