The World Economic Forum (WEF) predicts that the future of AI infrastructure will prioritize distributed inference, energy management, and resilience at scale, moving beyond a sole focus on larger GPUs. This shift will lead to infrastructure spending tilting towards regional data centers, edge nodes, and on-device chips. Countries will need a "two-speed" strategy, balancing massive clusters for training with distributed capacity for inference, with power and cooling becoming key bottlenecks.