AI infrastructure investment seen surging to $769 billion in 2026 amid growing safety concerns

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The estimate is based on nearly $384 billion invested in the first half of 2026 and assumes the current pace continues through the year. It compares with $145 billion invested in the technology in 2025, making AI infrastructure and model architectures the largest-funded technology trend covered by McKinsey.

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AI infrastructure investment seen surging to $769 billion in 2026 amid growing safety concerns

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