A wonderful visual of tech spend on AI infrastructure by Bloomberg today.
Multi-year AI infrastructure investment is now accelerating at historic speed with data centre capex expected to exceed $650bn by 2026.
What is less discussed is the future carbon impact.
Large-scale infrastructure buildouts take 12–36 months to fully appear in corporate carbon balance sheets, particularly across Scope 3 (think: hardware supply chains, servers, storage, networking equipment).
Forward-thinking companies won’t wait for their annual accounting to show its impact. They will be standing up decarbonisation strategies to mitigate the impact this generational wave of AI investment will have on their net-zero pathways.
Circularity tools offer a unique opportunity to support.
Extending the life of servers, storage, and components through recirculating them back into the economy can deliver some of the most immediate and material Scope 3 reductions available today.
Not only does this avoid the need for new manufacturing, it also ensures environmental value flows back to the organisations choosing refurbishment and reuse over smelting and raw material recovery.
As AI scales… circular infrastructure is ready to scale with it.
