cloud spending
Infrastructure & Cloud
Hyperscaler Capex 2026: Inside the $690 Billion AI Infrastructure Sprint
RaZYeLLe
April 16, 2026
Amazon, Microsoft, Alphabet, Meta, Oracle will spend $660-690B on AI infrastructure in 2026 — 75% on AI. Full breakdown and regional implications.
Infrastructure & Cloud
$700B Hyperscaler Capex: AI Infrastructure Supercycle or Overbuild?
April 7, 2026
⚡ Key Takeaways Five hyperscalers are spending $700 billion on AI infrastructure in 2026 — six times 2022 levels —...
