世界经济论坛：2026年构建具有韧性和可扩展性的AI价值链：Nexus战略洞察报告报告（英文版）

The AI boom is dependent on energy, water, minerals and land systems. Artificial intelligence (AI) is entering an unprecedented infrastructure boom. Capital spending by major technology firms on AI infrastructure is projected to reach $700 billion in 2026, compared to $410 billion in 2025,1 as companies race to build the computing capacity for advanced AI systems. The scale and speed of this investment reflect earlier transformative infrastructure booms – from the nineteenth-century railroad