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
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
2027 Global Data Center Market Outlook
For years, the data center industry competed on speed. The next phase will be won on adaptability. The AI boom that drove a frenzy of building is now colliding with harder realities. A shift from training to inference that rewrites what facilities must be, capital committed against demand that no one can see beyond a year, and distress quietly accumulating beneath a confident surface. The result is a market beginning to separate: modern, power-rich assets and disciplined operators on one side, and the power-constrained, over-leveraged, and operationally immature on the other.
We believe the next chapter belongs to operators who build the right things. This includes inference-ready infrastructure, resilient financing, mature operating models, and those who make their moves before circumstances make the decision for themThe certainties of the boom are gone. What remains is a contest of readiness.
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.
