Google Cloud shocked the street with 63% growth in Q1 2026. Amazon, Google & Microsoft reported earnings with combined quarterly capex hitting $112B while cloud growth diverged dramatically.
GPU spot market data from Ornn shows B200 rental prices spiking from $2.31 to $4.95 per hour since early March. The spread over H200 has doubled & the timing aligns with frontier model releases.
GPU rental prices surged 48% in 60 days. The AI compute shortage will force startups to compete not on speed of iteration, but on access to infrastructure.
The AI infrastructure shortage isn't chips anymore — it's power, data centers & memory. What happens when demand exceeds supply through 2028?
The most capable AI models now spend their cycles orchestrating other tools. Specialization creates startup opportunity : build the specialists the executives call first.
Three strategic acquisitions in nine months signal the fusion of the modern data stack with AI. Snowflake, ClickHouse, & Datadog are racing to own AI observability.
Gemini 3's release and Nvidia's earnings confirm that AI scaling laws are accelerating. Pre-training gains combined with massive infrastructure buildouts signal a new era of model performance.
AI infrastructure spending hits $500B in 2024, ranking as the sixth-largest investment in US history. Projected to reach $983B by 2030, surpassing the New Deal but falling short of the railroad era's 6% of GDP peak.
Google's AI token processing reaches 1.3 quadrillion monthly tokens in October 2025, but growth decelerates from 250T to 107T per month. What's driving the slowdown?
AI demands unified infrastructure. Learn how Netflix & Stripe rebuilt their stacks with vector databases, context layers & real-time observability to fuse data & AI systems.
