DigitalBridge CEO Outlines $900 Billion AI Infrastructure Build-Out

The CEO of DigitalBridge reports that annual capital expenditure for AI infrastructure has reached nearly $900 billion. He asserts that current investments in fiber, connectivity, compute, and power are structurally distinct from the .com bubble, noting that chip makers are not solely responsible for proprietary leases.

He describes a strategic transition where AI customers are moving away from hyperscalers toward enterprises. This shift enables the development of integrated AI factories, a trend supported by Nvidia and CEO Jensen Huang, who is focusing on building deeper loyalty within the enterprise customer base.

Addressing public opposition to data centers, the CEO attributes the villainization of these facilities to concerns over utility costs and power consumption. He compares this resistance to early opposition toward cell towers and argues the industry must better communicate the long-term benefits of compute.

DigitalBridge is currently integrating into the SoftBank Group ecosystem. The CEO states that combining DigitalBridge's infrastructure expertise with Masayoshi Son's vision for the full AI stack—spanning hardware, large language models, and applications—allows the partnership to offer fully integrated AI solutions to customers.