Saturday, February 14, 2026
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AI data center infrastructure
The single largest category of new U.S. investment is AI data center infrastructure, which has already reached a scale that dwarfs anything in recent industrial history. Amazon, Microsoft, Google, and Meta collectively poured an estimated $320 billion into AI infrastructure in 2025 alone —more than Finland’s entire gross domestic product— with CreditSights projecting combined capital expenditure nearly doubling to $602 billion in 2026.
https://www.coffeeandcovid.com/p/robot-snappers-wednesday-february
https://www.cnbc.com/2025/12/31/ai-data-centers-debt-sam-altman-elon-musk-mark-zuckerberg.html
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