AI Compute
Hyperscalers Deploy $710 Billion for AI Infrastructure as Gigawatt-Scale Campuses Transform Global Data Center Landscape
Major cloud providers are accelerating massive data center expansions with $710 billion in planned capital expenditures for 2026, driving development of 10+ gigawatt-scale megacampuses across North America alone. Meta's $10 billion Indiana project and Oracle's operational 1.2 GW Stargate facility exemplify the unprecedented scale of AI-driven infrastructure investments.