Meta
Infrastructure & Cloud
The $450B Treadmill: How GPU Obsolescence Is Rewriting Hyperscaler Economics
April 20, 2026
Hyperscalers will spend $450B on AI infrastructure in 2026 while depreciating GPUs over 5–6 years. A 2–3 year refresh cycle is breaking the math.
Infrastructure & Cloud
2Africa Pearls Goes Live: The 180 Tbps Cable That Rewires Three Continents
April 20, 2026
The 2Africa Pearls extension activates in 2026, completing the world's longest subsea cable at 45,000km and delivering up to 180 Tbps capacity.
