---
title: The new AI infrastructure stack
description: "Piper Sandler mapped the new AI infrastructure stack across 8 layers from the power grid all the way to the agent as AI scaling creates bottlenecks across power, cooling, networking, storage, cloud & inference:\n\nSource: Shay Boloor\nPiper Sandler"
---

[Syz The Moment](https://blog.syzgroup.com/syz-the-moment)

# [The new AI infrastructure stack](https://blog.syzgroup.com/syz-the-moment/the-new-ai-infrastructure-stack)

 Written by [Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/syz-the-moment/author/charles-henry-monchau) | Aug 17, 2026, 2:33:58 PM

[View full post](https://blog.syzgroup.com/syz-the-moment/the-new-ai-infrastructure-stack)

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