cloud spending

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
Hands using a tablet to analyze financial market data, representing major capital expenditure decisions in 2026.

Hyperscaler Capex 2026: AI Impact

Explore how hyperscaler AI infrastructure spending in 2026 impacts markets, supply chains, cloud pricing, and enterprise AI deployment strategies.

June 15, 2026 19 min read