Hyperscaler CapEx Hits $600B in 2026: The AI Infrastructure Debt Wave
Big Five hyperscaler capex surges to $602B in 2026 (+36% YoY). 75% tied to AI. $108B debt raised in 2025; $1.5T projected over next few years.
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Microsoft's $60B Neocloud Bet: Buying Time in the AI Capacity Crisis
Microsoft commits $60B+ to neocloud providers including $23B to Nscale for 200K GB300 GPUs. Azure capacity crunch extends into 2026. Neoclouds reshape AI infrastructure.
DeepSeek V3.2 Beats GPT-5 on Elite Benchmarks: What China's AI Surge Means for Infrastructure
DeepSeek V3.2-Speciale achieves 96% on AIME, gold at IMO, and top-10 at IOI—matching U.S. frontier models despite export restrictions.
CES 2026 Chip Wars: Intel's 18A Breakthrough, NVIDIA's Memory Crisis, and AMD's AI Counterattack
Intel launches its first 18A chip at CES 2026 while NVIDIA faces a 40% production cut from memory shortages. AMD counters with Ryzen AI 400 processors. Three keynotes on January 5 will reshape the com...
Cost Allocation for Shared GPU Infrastructure: Chargeback Models and Metering
JPMorgan Chase's $2 billion AI infrastructure serving 5,000 data scientists, Uber's centralized GPU platform reducing costs 60%, and Netflix's sophisticated chargeback system demonstrate the critical
GPT-5.2: First Model Above 90% ARC-AGI Changes Inference Math
OpenAI's GPT-5.2 achieves 93.2% GPQA Diamond, 100% AIME, 70.9% GDPval. 400K context window drives new inference infrastructure requirements.
Data Center Deals Hit Record $61B as Debt Doubles to $182B
Global data center M&A reached $61 billion in 2025 while debt issuance doubled to $182 billion. Here's what the financing frenzy means—and the bubble concerns.
Microsoft's $60B Neocloud Bet: Buying Time in the AI Capacity Crisis
Microsoft commits $60B+ to neocloud providers including $23B to Nscale for 200K GB300 GPUs. Azure capacity crunch extends into 2026. Neoclouds reshape AI infrastructure.
Disney's $1B OpenAI Bet: First IP License for AI Video
Disney invests $1B in OpenAI, licenses 200+ characters to Sora. First major content licensing for AI video. WGA criticizes. Early 2026 launch.
Anthropic's $50B Infrastructure Pivot: Building Independent Data Centers
Anthropic commits $50B to Fluidstack partnership for custom AI data centers in Texas and New York. Complements $11B AWS Project Rainier. 3,200 jobs created.
IBM CEO: 'No Way' Hyperscaler AI Infrastructure Investments Will Pay Off
IBM CEO questions hyperscaler CapEx math as Big Four commit $380B+ in 2025 infrastructure spending.
Anthropic's $50 Billion Data Center Plan: AI Lab Becomes Infrastructure Builder
Anthropic joins OpenAI in building owned infrastructure, reshaping AI lab and hyperscaler dynamics.