cloud spending

Rows of server racks inside a hyperscaler data center representing cloud capital expenditure in 2026

Hyperscaler Investment Trends for 2026

Explore hyperscaler investment trends, cloud provider spending, and data center costs shaping big tech infrastructure in 2026.

September 19, 2026 15 min read
Rows of server racks in a hyperscale data center running AI infrastructure

Hyperscaler Spending

Analyze hyperscaler spending trends and the AI infrastructure cycle’s impact on cloud provider investments, margins, and supply chain dynamics.

August 20, 2026 19 min read
Close-up of server racks in a modern data center representing hyperscaler AI infrastructure capital spending ahead of cloud revenue growth

Hyperscaler Capex Forecast and Market Impact

Explore JPMorgan’s $5-7 trillion AI infrastructure forecast for 2026 and understand its implications for markets, supply chains, and cloud pricing strategies.

July 6, 2026 17 min read