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Alphabet had $811 billion in contracted future spending commitments at the end of June, up nearly $500 billion from just three months earlier. The figure, disclosed separately from capital expenditure in a quarterly filing, represents purchases Google has already committed to under supply agreements and open purchase orders. Roughly $200.7 billion of the total is […]
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<p>Across 107 enterprises, AI infrastructure spending is accelerating well ahead of the ability to see or steer its economics. Most organizations run their AI on a familiar base of hyperscalers [...]
<p>Across 170 enterprises, AI infrastructure has moved decisively into production — two-thirds now run AI workloads live and three in 10 run them at scale — while the ability to account for [...]
<p>For the last 24 months, one narrative justified every over-provisioned data center and bloated IT budget: the GPU scramble. Silicon was the new oil, and H100s traded like contraband. Reserve [...]