The Economics of AI Infrastructure — Why Scale Matters More Than Ever

AI infrastructure is expensive: multi‑GW campuses can exceed billions in CapEx. But scale, done correctly, dramatically improves economics.

Larger campuses benefit from:

• Power procurement efficiency

• Shared cooling systems across multiple halls

• Higher utilization of substations and gas infrastructure

• Better amortization of land, fiber, and security

• Attractiveness to hyperscaler tenants who prefer concentrated capacity

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At 100 MW, infrastructure is expensive. At 1,000 MW, it becomes a competitive engine.

Scale isn’t just an engineering choice—it’s a financial strategy.