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Three major capital signals indicate the AI investment cycle is shifting from capital expenditure to ROI accountability: Nvidia announced an $80 billion share repurchase program leveraging $119B in trail
Cisco has sharply increased its fiscal 2026 AI infrastructure forecast from $5 billion to $9 billion as demand for hyperscale AI networking and hardware accelerates. The company says explosive growth in
CoreWeave has secured a multi-year partnership with Anthropic to host advanced AI models, highlighting the growing influence of specialized neocloud providers in the AI infrastructure race.
Google is finalizing a $40 billion partnership with Anthropic, securing 5 gigawatts of compute capacity and marking a major shift in how AI infrastructure is financed and deployed.
