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Who is really paying for AI’s growth? Follow the cables

introchek – Who is really paying for AI’s growthWho is really paying for AI’s growth

AI is having its moment in the spotlight, but beneath the public fascination with ChatGPT and machine learning breakthroughs lies a far less glamorous truth. The infrastructure required to sustain artificial intelligence is expanding rapidly, and someone has to pay for it. The question is: who?

In this data-backed breakdown, we follow the trail of fiber, compute, and capital to uncover who is financing AI’s rapid growth, what it means for businesses operating on outdated infrastructure, and how decision-makers can prepare for what comes next.

The invisible foundation: fiber, data centers, and compute

AI models, particularly large language models and image generators, are computationally intensive. According to data from the Semiconductor Industry Association, training a single cutting-edge model can cost millions in GPU hardware and energy consumption. However, the cost does not end there.

To support these models, hyperscale data centers are expanding globally. As of early 2025, Amazon, Microsoft, Google, and Meta have collectively invested more than $150 billion into cloud and AI infrastructure since 2020. This includes new data centers, undersea fiber optic cables, edge computing networks, and high-bandwidth internet upgrades.

These investments are not philanthropic. They are strategic, and the costs are increasingly passed downstream to small and midsize businesses through rising service fees, platform usage rates, and connectivity charges.

The shift in internet billing: usage-based pricing tied to AI traffic

One of the less publicized consequences of AI’s rise is its impact on how internet services are billed. ISPs and cloud providers are quietly shifting toward usage-based pricing models, particularly for commercial accounts. These new models are designed to accommodate the growing demands of AI-powered platforms.

In Canada and the United States, telecom companies have reported a 35 to 45 percent increase in enterprise bandwidth usage over the past 18 months, largely attributed to AI tools running in background systems. This includes everything from chatbots and CRMs to video analytics and real-time data processing.

What this means for businesses is simple: as AI usage grows, so does your bill, even if you are not actively engaging with AI platforms yourself. Your cloud provider, SaaS tools, or telecom company is paying for AI infrastructure — and passing the expense to you.

Legacy systems are now a financial liability

While modern businesses are expected to scale fast and respond in real time, many are still operating on infrastructure built for a slower, simpler internet. According to a 2024 Deloitte study, 61 percent of North American small businesses are using systems more than five years old. These systems are not only inefficient, they are incompatible with modern AI-driven platforms.

Older servers, on-premises software, and bandwidth-limited connections cannot support the latency, compute, and data sync requirements that today’s AI tools demand. As a result, companies face hidden losses: slower service delivery, reduced operational efficiency, and lost revenue due to delayed insights or decisions.

Maintaining outdated infrastructure does not save money. It amplifies operational costs over time while failing to prepare the organization for new opportunities.

Infrastructure is the new competitive differentiator

In the past, businesses competed on price, product, and service. In 2025, infrastructure has become a fourth pillar. Organizations that can deploy new solutions quickly, scale campaigns on demand, and process customer data in real time have an undeniable edge.

Here’s where the difference shows:

  • AI-enabled supply chains are outperforming traditional logistics by 30 to 40 percent in delivery time and inventory optimization.
  • AI-driven marketing tools produce 50 percent more qualified leads per dollar compared to traditional ad buying.
  • Smart automation in operations is reducing customer service workloads by up to 60 percent in some industries.

All of these improvements depend on infrastructure: clean data flows, low-latency networks, and scalable compute power. Without these, businesses are locked out of high-performance gains that are rapidly becoming standard in competitive industries.

The ROI of upgrading: measurable, not hypothetical

Investing in infrastructure sounds expensive, but the ROI can be quantified. For example:

  • Upgrading to fiber-based internet reduces average page load times by 40 to 70 percent, which improves conversion rates on e-commerce sites.
  • Migrating operations to a cloud platform with AI integration improves staff productivity by up to 25 percent, based on data from Forrester’s 2023 business infrastructure report.
  • Implementing smart data pipelines can reduce analytics lag from days to minutes, enabling same-day decision-making.

These are not abstract benefits. They translate directly into revenue retention, customer satisfaction, and reduced overhead.

Actionable next steps for infrastructure modernization

For business leaders unsure where to begin, here is a step-by-step framework to assess and modernize infrastructure in light of AI’s rising demands:

1. Audit your digital stack
Map all the tools your team uses. Identify any systems that require heavy manual input or frequently experience downtime.

2. Evaluate connectivity and bandwidth
Use network diagnostic tools to test your real-world bandwidth and latency. Is your connection throttling performance during critical hours?

3. Review cloud service usage
Check your usage reports. Are you paying surcharges for data retrieval or transfer? Consider platforms with AI-native architecture and more predictable billing models.

4. Identify automation opportunities
Start with internal operations. What manual workflows could be automated through AI-enabled tools?

5. Prioritize scalable upgrades
You don’t need a complete overhaul. Begin with modular upgrades like cloud migration, team AI toolkits, and faster internet plans.

Final insight: if you are not building for AI, you are paying for someone else who is

The most important takeaway is this: the costs of AI infrastructure are real, and they are already baked into your operational expenses. The only question is whether you are extracting value from that spend — or subsidizing it for competitors who are moving faster.

As AI continues to push the boundaries of what’s possible in business, infrastructure will remain the hidden driver of who scales and who stagnates. The businesses that understand this now and act accordingly will position themselves to thrive in a transformed economy.

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