DCD opinion: AI infrastructure's next shift, from capacity to the cost of intelligence

[DCD] Data Center Dynamics (DCD) published an opinion piece on November 2, 2026 titled "From capacity, to the cost of intelligence," subtitled "The next shift in AI infrastructure." According to DCD, the article examines a shift in focus for AI infrastructure, moving from compute capacity toward the cost of intelligence itself. The headline and summary provided no specific figures or forecasts.