Intent data trends: AI infrastructure
Bombora Intent data can be used predictively in powerful ways, including revealing trending topics that are of critical importance across the B2B ecosystem. Because we continually track businesses’ interactions with over 19,000 topics, we can see trends develop in real time and uncover research spikes as they are happening – no other Intent data provides this universal view of B2B research.
Using Intent data to predict if a company is going to invest in AI infrastructure
On October 2nd, Bloomberg reported that BlackRock was closing in on a $40 billion data center deal,* in a growing trend of creating new infrastructure to support massive AI computing requirements. We analyzed our Company Surge® Intent data to determine if BlackRock showed Intent signals indicating its AI investment, and then we compared its research with other tech sector companies that have been committing to securing their AI future with data center investments.
AI infrastructure-related topics
The Intent topics we measured reflect topics relating to AI infrastructure investments:
- AI servers
- Data center strategy
- AI chips
- Enterprise AI
- Technology investments
- AI infrastructure
- IT spending
- Artificial intelligence compliance
- AI data management
In 2025, BlackRock surged on topics related to AI investments, with significant research identified in Q3, right before the news report on its pending acquisition in the AI infrastructure space.
We compared BlackRock’s research to other prominent tech companies that are reported to be investing heavily in AI infrastructure. We saw robust research activity on topics associated with developing AI infrastructure throughout 2025, with significant spikes in the second half of 2025.
Conclusion
Bombora’s Intent data is a powerful resource for any organization looking to see directional signals in the marketplace. This comparison of research patterns of businesses investing heavily in AI infrastructure showcases the power of Intent data to illustrate a company’s priorities and future direction.