KPMG says agentic AI will shift network demand to new locations

KPMG said on July 15, 2026 that agentic AI is expected to reshape network demand as developers place large AI campuses outside established hubs because of land and power constraints.

TL;DR

• KPMG US technology principal Phil Wong said agentic AI will change where network demand appears.
• Wong said developers are increasingly building large AI campuses outside established hubs.
• He cited land and power constraints as the reason for that shift.

Phil Wong, technology principal at KPMG US, said developers are increasingly locating large AI campuses outside established hubs. Wong linked that change to land and power constraints in existing core locations.

KPMG said this shift could reshape network demand patterns. The reported change is tied to agentic AI, which refers to AI systems designed to take actions or complete tasks with limited human intervention.

The source report did not specify the locations of the new AI campuses, the established hubs being bypassed, or any numerical forecast for network demand. The article attributes the view to KPMG US and to comments from Phil Wong.

Related questions

• What did KPMG say on July 15, 2026 about agentic AI and network demand?
• Why are developers placing large AI campuses outside established hubs, according to Phil Wong?
• Who at KPMG US commented on the impact of agentic AI on network demand?