#capex

Introduction: When Does On-Premises Outpace the Cloud? For small businesses like...

Projected AI infrastructure spending for 2026 runs into the hundreds of billions, financed increasingly with debt, as OpenAI also moves into custom chips to cut inference costs.

Renting AI by the token turns your success into a rising unpredictable bill. Owning the machine turns intelligence into a capitalised asset with unlimited usage at the cost of electricity.

Big tech moves and infrastructure: data centers, strategic AI ventures, and systemic risks