Hot chips, cold feet: What happens when AI’s infrastructure outpaces demand?

Image credit: rawpixel.com via Freepik. Article by Pam Baker. InformationWeek – November 25, 2025.

Demand for computer chips is blazing hot. Investor sentiment is another matter entirely. Recent market pullbacks and mixed messages are signaling caution on capital-intensive bets, like, you know, the massive data center projects tied to AI. In this crazy world of hot chips and cold feet, where does that leave CIOs? If AI projects get scaled back, paused or shelved, what happens to all that hardware and infrastructure being built today? Will the slowdown (or abandonment) create opportunities for CIO innovation — or deliver a gut punch to your already-stretched AI and budget strategies? […]

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