| Page 30 | Kisaco Research

Author:

Moshe Tanach

Co-Founder & CEO
NeuReality
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Moshe Tanach

Co-Founder & CEO
NeuReality

Five Forces Reshaping AI Infrastructure in 2025

Submitted by Agne Zarombaite on May 21, 2025 - 12:22pm
Over the last six months, we held two dozen closed‑door interviews with the people who pour the concrete, sign the power‑purchase agreements, and deploy the GPUs that drive today’s AI boom. They ranged from Fortune‑100 cloud operators and traditional utilities to private‑equity financiers and immersion‑cooling specialists. Taken together, the conversations reveal a market in hyper‑growth mode but constrained by physics - power density, transmission capacity, thermal limits, and by a brutally tight equipment supply chain. Five forces rise above the noise and will shape every capital‑allocation decision in AI infrastructure during 2025.

Author:

Nalini Garg

California State Ambassador
Women In AI

Nalini is a recognized leader at Deloitte in AI & Data Practice, standing at the forefront of AI innovation and Strategy. With a distinct path of achievements, she delivered over 30 talks on generative AI, emphasizing its safe usage and business efficiencies for life sciences and tech companies. Nominated as top 100 women in AI for 2023, 2024, she currently serves as the California state ambassador for Women in AI. Beyond her professional prowess, Nalini is a wellness instructor, artist, and a podcast host.

 

... read more

Nalini Garg

California State Ambassador
Women In AI

Nalini is a recognized leader at Deloitte in AI & Data Practice, standing at the forefront of AI innovation and Strategy. With a distinct path of achievements, she delivered over 30 talks on generative AI, emphasizing its safe usage and business efficiencies for life sciences and tech companies. Nominated as top 100 women in AI for 2023, 2024, she currently serves as the California state ambassador for Women in AI. Beyond her professional prowess, Nalini is a wellness instructor, artist, and a podcast host.

 

Author:

Ipsita Mohanty

Vice Chair
IEEE Women in Engineering

Ipsita Mohanty is an accomplished AI Leader and Vice Chair of IEEE Women in Engineering, Santa Clara Valley, Region 6. With over 15 years of experience spanning Salesforce, Goldman Sachs, Walmart Labs, and Amdocs, she has led several impactful AI-driven initiatives, including architecting Salesforce-Tableau Agents and enhancing recommendation systems at Walmart. Ipsita holds a Master’s degree in Information Technology from Carnegie Mellon University and a Bachelor’s in Computer Science and Engineering from KIIT University. She is also the co-founder of QApp, an AI/ML automation platform empowering freelancers. Winner of several AI Awards and recognized among the Top 100 Women in AI Leaders globally, she actively contributes to AI research and community leadership while championing diversity in technology.

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Ipsita Mohanty

Vice Chair
IEEE Women in Engineering

Ipsita Mohanty is an accomplished AI Leader and Vice Chair of IEEE Women in Engineering, Santa Clara Valley, Region 6. With over 15 years of experience spanning Salesforce, Goldman Sachs, Walmart Labs, and Amdocs, she has led several impactful AI-driven initiatives, including architecting Salesforce-Tableau Agents and enhancing recommendation systems at Walmart. Ipsita holds a Master’s degree in Information Technology from Carnegie Mellon University and a Bachelor’s in Computer Science and Engineering from KIIT University. She is also the co-founder of QApp, an AI/ML automation platform empowering freelancers. Winner of several AI Awards and recognized among the Top 100 Women in AI Leaders globally, she actively contributes to AI research and community leadership while championing diversity in technology.

Author:

Shweta Behere

Senior Engineering Manager
Workday

Shweta Behere is a Senior Engineering Manager at Workday, where she leads cloud platform engineering teams dedicated to building resilient and scalable systems. She is at the forefront of delivering AI solutions to enhance cloud platform infrastructure and observability. She currently serves as the IEEE Chair for the Women in Engineering Affinity Group for the Santa Clara Valley Section.

With over 18 years of experience, Shweta has made significant contributions to advancing public cloud, storage, and virtualization technologies, resulting in multiple patents and publications highlighting her innovative impact. Her leadership has earned her industry recognition, including being named among the “Top 50 Women of Impact in 2025" by Women Impact Tech and one of the “30 Outstanding Women in Engineering Leadership” by the Women Tech Network for her substantial contributions to the field.

Shweta is passionate about promoting women in engineering fields. As a thought leader, she addresses the challenges of balancing career and parenthood in tech, sharing her insights through articles and panel discussions. Through her mentorship, advocacy, and leadership, Shweta Behere inspires the next generation of technologists, especially women, and actively cultivates a more inclusive and supportive environment.

 

... read more

Shweta Behere

Senior Engineering Manager
Workday

Shweta Behere is a Senior Engineering Manager at Workday, where she leads cloud platform engineering teams dedicated to building resilient and scalable systems. She is at the forefront of delivering AI solutions to enhance cloud platform infrastructure and observability. She currently serves as the IEEE Chair for the Women in Engineering Affinity Group for the Santa Clara Valley Section.

With over 18 years of experience, Shweta has made significant contributions to advancing public cloud, storage, and virtualization technologies, resulting in multiple patents and publications highlighting her innovative impact. Her leadership has earned her industry recognition, including being named among the “Top 50 Women of Impact in 2025" by Women Impact Tech and one of the “30 Outstanding Women in Engineering Leadership” by the Women Tech Network for her substantial contributions to the field.

Shweta is passionate about promoting women in engineering fields. As a thought leader, she addresses the challenges of balancing career and parenthood in tech, sharing her insights through articles and panel discussions. Through her mentorship, advocacy, and leadership, Shweta Behere inspires the next generation of technologists, especially women, and actively cultivates a more inclusive and supportive environment.