DCF Poll: AI Infrastructure - Bubble, Supercycle, or Plateau?
Nov. 11, 2025
The data center industry is finishing 2025 at full throttle: hyperscalers racing to secure gigawatts of power, developers breaking ground on billion-dollar campuses, and vendors sold out on liquid cooled hardware through mid-2026.
Yet beneath the record spend, a debate is taking shape: are we in the early innings of a decades-long AI supercycle, or approaching the top of an unsustainable build curve?
In this month's industry poll, Data Center Frontier asks where you see the inflection point.
About the Author
Matt Vincent
A B2B technology journalist and editor with more than two decades of experience, Matt Vincent is Editor in Chief of Data Center Frontier.
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