Dallas Dolen
Dallas Dolen is PwC US’s Technology, Media and Telecommunications Industry Leader and a member of the firm’s US Board. A tax principal based in San Jose, he works with major technology, internet, entertainment, and media companies and leads PwC’s TMT industry work. ([pwc.com](https://www.pwc.com/gx/en/contacts/d/dallas-dolen.html?utm_source=openai))
The $31 Trillion AI Buildout Depends on Power, Politics and Public Consent
PwC’s Dallas Dolen argues that global AI infrastructure investment could reach $31 trillion through 2050 because demand for compute is likely to outpace efficiency gains. He says the forecast depends not only on data centers and chips but on new power supply, financing and government approvals—and on whether companies can win community support for projects that raise questions about local costs and resources. Dolen expects political and economic disruptions to shift the timing of construction more than erase the underlying demand.
Enterprises Are Shifting AI Spending From Token Volume to Outcomes
PwC TMT leader Dallas Dolen argues that enterprise AI spending should be judged by business outcomes, not by how many tokens employees consume or avoid. Speaking with Alex Kantrowitz at the Big Technology AI Summit, Dolen says companies need to benchmark AI costs, route work to the right models, and measure whether the output improves the product or service being delivered. His view is that falling model prices may give buyers more leverage, but they will not remove the need for discipline around cost, risk and employee trust.
AI’s Value Is Moving From SaaS Margins to Hardware Capacity
PwC technology, media and telecommunications leader Dallas Dolen argues that the AI boom is a real infrastructure and business-model shift, but one constrained by chips, construction labor, telecom capacity, copper, power and enterprise economics. In a PwC-sponsored interview, he says value is moving from SaaS toward hardware, software margins are compressing, and most companies are less limited by compute access than by token costs, security rules and measurable return on investment. Dolen’s view of enterprise AI is practical and bounded: agents are working in defined back-office, sales and legal tasks, while broader automation will depend on cost, governance and human oversight.