AI infrastructure
Infrastructure & Cloud
Hyperscaler Capex 2026: Inside the $690 Billion AI Infrastructure Sprint
Amazon, Microsoft, Alphabet, Meta, Oracle will spend $660-690B on AI infrastructure in 2026 — 75% on AI. Full breakdown and regional implications.
AI & Automation
NVIDIA Vera Rubin: What Blackwell’s Successor Means for AI Infrastructure Buyers
NVIDIA Vera Rubin delivers 10x lower inference cost, 288GB HBM4 per GPU, and trillion-parameter optimization. What infrastructure buyers need to plan for.
Infrastructure & Cloud
Amazon’s $200B Bet: Inside the 2026 AWS AI Infrastructure Deepdive
Amazon plans $200B in 2026 capex, mostly for AWS AI infrastructure, Trainium chips, and the Anthropic partnership. What it means for enterprise cloud.
Infrastructure & Cloud
Microsoft’s FY26 Capex Surge: $72B in Half a Year and a Path to $140B
Microsoft's FY26 capex hit $72B in the first two quarters and is tracking toward $140B, a 59% jump from FY25 driven by AI infrastructure demand.
Policy & Regulation
The AI Data Center Moratorium Act: Federal Bill Meets a $64 Billion Grassroots Revolt
⚡ Key Takeaways Senator Sanders and Representative Ocasio-Cortez introduced the AI Data Center Moratorium Act on March 25, 2026, proposing...
Infrastructure & Cloud
Maine Data Center Ban: First US State Halts AI Infrastructure
⚡ Key Takeaways Maine passed LD 307, becoming the first US state to ban data centers exceeding 20 megawatts until...
AI & Automation
NVIDIA GB300 NVL72: The 72-GPU Rack Redefining AI Infrastructure
⚡ Key Takeaways NVIDIA’s GB300 NVL72 packs 72 Blackwell Ultra GPUs into a single liquid-cooled rack delivering 1.44 exaflops of...
AI & Automation
Broadcom’s $73B AI Backlog: Google TPU Deal and Anthropic’s 3.5GW Compute Bet
⚡ Key Takeaways Broadcom’s April 2026 SEC filing reveals a $73 billion AI-specific order backlog anchored by two landmark deals:...
Infrastructure & Cloud
Algeria’s First AI Supercomputing Center in Oran
Algeria breaks ground on its first AI-dedicated supercomputing center in Oran with GPU clusters for research, startups, and enterprise AI development.
Startups
African Cloud-Native Startups Build Sovereign Data Centers for AI
African startups like Horus Labs and Udu Technologies are building sovereign cloud infrastructure for AI, challenging hyperscaler dominance with local solutions.
Infrastructure & Cloud
Meta Deepens AI Infrastructure With 1B CoreWeave Deal
Meta expands CoreWeave partnership to 5B total with a new 1B AI cloud deal through 2032, featuring early access to NVIDIA Vera Rubin GPU platforms.
