Hello,
AI may dominate headlines, but much of the race is unfolding behind the scenes — in data centers, energy contracts and large-scale infrastructure expansion.
Our new Talent Tracker, The Executives Leading the Data Center Race, identifies 16 leaders shaping that buildout across firms including Anthropic, Microsoft, Oracle and Crusoe.
These executives are:
- Overseeing multi-gigawatt data center projects
- Scaling infrastructure for next-generation AI models
- Managing the capital and operational demands of AI expansion
- Taking on larger roles in one of tech's most capital-intensive buildouts
Infrastructure — power, permitting, chips and execution — is increasingly shaping how fast AI can scale. The leaders solving those constraints are becoming central to the industry's trajectory.
Why this matters now:
AI demand is rising faster than infrastructure can be deployed, influencing hiring, capital allocation and strategic priorities across the sector.
Knowing who is building — and where bottlenecks are emerging — offers an early signal into where AI growth may accelerate next.
Subscribe today for $999 $749 and save 25% on a Pro subscription for the first year of The Information. Get full access to talent trackers, our AI-powered Deep Research tool, the Generative AI Database, org charts of 60+ companies and more.
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