Hyperscalers may spend $700B on AI infrastructure in 2026
emmanuelvivier · x · 2026-08-17
Hyperscalers could devote as much as $700 billion to AI infrastructure in 2026 across GPUs, data centers, networking and electricity, per a forecast shared by Emmanuel Vivier — signaling the compute arms race is still accelerating, with energy and supply-chain pressures rising in parallel.
Related event: Power Bottlenecks Threaten US AI Data Center Expansion(4 posts)→
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