India, Oct. 14 -- More than USD 3.5 trillion in artificial intelligence (AI) infrastructure spending could be exposed to asset impairment by the end of 2030 if providers continue with their current pace of capital investment, according to research firm Gartner.

The forecast highlights a growing gap between investment in AI computing infrastructure and the revenue that providers could generate from enterprise and consumer AI services. Gartner expects AI infrastructure spending to rise sharply over the next four years, but warns that the resulting returns may not be sufficient to justify the capital deployed.

AI providers are expected to spend nearly USD 1 trillion on infrastructure in 2026, followed by a further USD 6 trillion between 20...