The news
Maribel Lopez, founder and enterprise AI lead at Lopez Research, stated that AI constitutes the biggest infrastructure upgrade since the internet. She made the comment during an interview with Bloomberg’s Abeer Abu Omar on the Horizons Middle East & Africa program. Lopez tied her assessment to Nvidia’s bullish sales outlook for fiscal 2028, which the company released recently and which has reduced worries that AI capital spending would soon slow.
Context
Nvidia sits at the center of current AI hardware demand. Its latest forecast for the 2028 fiscal year showed continued growth rather than the plateau some investors had feared. Lopez used the forecast to argue that AI spending reflects a durable build-out of new computing capacity, comparable in scale to the network and data-center investments that accompanied the rise of the internet in the 1990s and 2000s.
The interview positioned the current moment as one where supply-side signals from the leading chip supplier align with enterprise-side needs for sustained capacity. Lopez described the shift as structural rather than cyclical, noting that enterprises are not merely testing models but embedding AI into core operations. This requires layers of power delivery, networking fabric, and storage that extend well beyond single training clusters.
Detail
The segment presented AI infrastructure as a multi-year construction effort. Lopez highlighted the breadth of adoption across sectors and the supporting systems that must be added or upgraded. These include higher-density power feeds, low-latency interconnects, and expanded cooling and storage tiers that support both training and inference workloads at scale.
Nvidia’s guidance for fiscal 2028 served as the concrete anchor for the discussion. The outlook indicated that hardware and related software budgets allocated to AI are not contracting in the near term. Lopez framed this as confirmation that the build-out remains funded and that the pace of deployment is still accelerating rather than leveling off.
No alternative forecasts or dissenting views appeared in the interview. The conversation stayed focused on the dominant supplier’s forward visibility and the enterprise implications Lopez drew from it. Specific revenue numbers were not disclosed beyond the qualitative description of a bullish trajectory through 2028.
Reactions / counterpoints
The segment contained no on-air pushback or competing analyst commentary. Lopez’s characterization stood as the primary interpretation of Nvidia’s guidance. Viewers therefore received a single-threaded reading of the data: sustained capital commitment rather than an imminent slowdown.
Why it matters
For organizations setting multi-year data-center and software plans, the framing moves the relevant horizon from quarterly earnings to decade-scale commitments. If the current wave of AI infrastructure follows the internet’s trajectory, choices about power contracts, networking standards, and storage architectures made in the next 24 months will determine operating costs and technical debt well into the 2030s.
The Nvidia forecast functions as the nearest-term checkpoint. Any later downward revision in guidance or visible pullback in enterprise capital budgets would test whether the infrastructure thesis holds or whether spending remains tethered to short-term returns on individual models. Until such revisions materialize, the signal from both the supplier and the analyst remains one of continued, large-scale construction.
Procurement teams and architects can therefore treat the present cycle as the baseline for capacity planning rather than a temporary spike. This reduces the incentive to optimize for short depreciation windows and increases the value of designs that accommodate higher sustained utilization across training, fine-tuning, and inference.
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Sources:
[
{
"publisher": "Bloomberg Technology",
"title": "Lopez: AI Biggest Infrastructure Upgrade Since Internet",
"url": "https://www.bloomberg.com/news/videos/2026-08-27/lopez-ai-biggest-infrastructure-upgrade-since-internet-video",
"published_at": "2026-08-27T05:29:33.000Z",
"summary": "Nvidia, the chipmaker at the heart of the artificial intelligence boom, gave a bullish sales outlook for fiscal 2028, easing concerns that AI spending is poised to lose momentum. Maribel Lopez, Founder & Enterprise AI Lead at Lopez Research, spoke to Bloomberg’s Abeer Abu Omar on Horizons Middle East & Africa on the rising tide of AI in tech."
}
]
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