One important framing point: the “$700B” figure is best treated as the 2026 capital-spending commitment of the four largest U.S. hyperscalers—Amazon, Microsoft, Alphabet, and Meta—not as a pure AI-only capex number. Much of that spending is AI-related, but it also includes broader cloud, networking, servers, data centers, and other infrastructure. Using their latest disclosed 2026…
In 2025, it became almost impossible for investors to ignore OpenAI. The company locked in huge multi-year deals with giants like Microsoft, Oracle, Nvidia, AMD, Amazon, and CoreWeave, stacking up more than a trillion dollars in long-term spending commitments tied to infrastructure, compute, and chips. At the same time, it completed its shift into a…
Zoho, a prominent software firm, has made a strategic investment in Yali Aerospace, a drone technology startup based in Tamil Nadu. Sridhar Vembu, the co-founder and CEO of Zoho, announced this investment. Vembu wrote, “We are pleased to announce our investment in Yali Aerospace, a Thanjavur-based drone startup led by the husband-wife team of Dinesh…
