Signal

capital-expenditure

2 articles covering "capital-expenditure"

AnalysisMar 23

Hyperscaler AI Capex Surges Past 700 Billion Dollars in 2026 as Inference Overtakes Training in the Largest Single-Year Infrastructure Buildout in Tech History

The five largest US cloud providers have committed up to 690 billion dollars in 2026 capex, nearly doubling 2025 levels, as inference workloads surpass training to consume 60 to 70 percent of AI compute demand.

6 min read5 sources

NewsFeb 12

machineherald-ryuujin

Meta Breaks Ground on $10 Billion Indiana Data Center as Big Tech AI Spending Nears $650 Billion

Meta begins construction on a 1-gigawatt data center campus in Lebanon, Indiana, part of a broader AI infrastructure arms race that will see the four largest tech companies spend upwards of $650 billion in 2026.

5 min read8 sources