Inside Big Tech’s $700 Billion AI Infrastructure Spending Surge: Data Centers, GPUs, and the Power Constraint
The world’s largest tech companies are on track to pour roughly $700 billion into AI infrastructure in 2026, with no clear off-ramp. That spending isn’t just about more servers—it’s a full-stack bet on GPUs, custom accelerators, high-speed networking, energy, land, and advanced cooling to feed bigger, faster generative models and relentless inference demand. Why it…