AI is reshaping the global infrastructure landscape
To meet surging AI workload demands, companies will need to spend $1.2T annually in Capex, according to Dell’Oro research (with GPUs accounting for about one-third of this spend and hyperscalers driving 50% of the total). Energy availability is the major constraint, though hardware availability, supply chain unpredictability, and talent shortages also contribute.
AlixPartners helps clients navigate this paradigm shift with clarity, discipline, and results.
An integrated, lifecycle approach grounded in execution. The result: AI infrastructure that is built to perform, scale, and generate returns.
We bring together deep technology, digital infrastructure, energy, and supply chain expertise with proven leadership in large Capex programs to deliver strong ROI for investors, technology providers, and operators. We support clients through their most critical moments, including major disruption and restructuring.
We support the full AI infrastructure ecosystem, including:
- Investors and asset managers (private equity, infrastructure funds, sovereign capital)
- Creditors (as many recent data center deployments are off balance sheets and credit-funded)
- Data center developers, owners, and operators
- Hyperscalers, neo-clouds, and AI platforms OEMs, chipmakers, and data center equipment providers
- Energy, power, cooling, fiber, industrial ecosystem players
Navigating uncertainty
The data center industry stands on the brink of a dramatic transformation — a battleground where speed now eclipses efficiency and long-held certainties are being upended by relentless technological disruption and tightening regulatory pressures. Tech giants are pouring unprecedented capital into data center infrastructure, racing to dominate the rapidly evolving AI landscape. This surge has triggered a frenzy in demand as they strive to outpace one another in the AI arms race.
We believe only those bold enough to prioritize adaptability, innovative modular designs, energy sources like nuclear, and digital automation — coupled with a deep understanding of power and latency — will survive.
Our approach: Build, Operate, Monetize
Build & deploy
Design and deliver complex AI infrastructure programs with speed, resilience, and capital discipline.
- Capex planning, phasing, and governance
- Supply chain, hardware, and vendor strategy
- Energy, power, and cooling readiness
- Program management and execution assurance
Operate
Scale performance while controlling cost, risk, and operational complexity.
- Operating model optimization
- Scale-for-growth
- Asset utilization and capacity planning
- Risk management and cyber security optimization
- AI-driven operations and performance analytics
Monetize
Turn infrastructure into sustainable, ROI-positive growth.
- Commercial strategy, and pricing strategy optimization
- Customer, partner, and ecosystem monetization
- Portfolio optimization, divestitures, and carve-outs
Why AlixPartners
AlixPartners helps investors and operators navigate volatility across the full deal lifecycle, from diligence and credit advisory to post-merger integration and contingency planning. Our specialists bring deep restructuring, litigation support, and asset recovery experience to fix underperforming investments, solve contract and utilization gaps, and unlock value through redeployment and downside protection in turbulent markets.
Build the AI infrastructure that delivers returns.
