OpenAI Plans to Spend $50B on Compute in 2026
OpenAI plans to spend $50B on compute in 2026 — rivaling hyperscale cloud budgets. The investment will ripple through chip demand, data center construction, and U.S. power grids.
-
-
Jassy Tells Investors Amazon’s AI Spending Is ‘Once-in-a-Generation’ Bet
Amazon CEO Andy Jassy calls AI capital expenditures a ‘once-in-a-generation’ opportunity, pushing back on Wall Street pressure for near-term returns as Big Tech infrastructure spending surges.
-
AI Spending Hits Record High as Tech Giants Double Down
Tech giants set an AI spending record in 2025 — Microsoft, Google, Meta, Amazon & OpenAI are pouring billions into data centers and model development with no signs of slowing. But when do returns arrive?
-
Oracle, CoreWeave Lead AI Stock Selloff Amid OpenAI Growth Fears
Oracle & CoreWeave led a broad AI stock selloff Monday amid investor concerns over OpenAI’s growth trajectory — raising questions about whether massive AI infrastructure spending will deliver proportional returns.
