Monday November 9, 2026Updated 4:48 am ETGet the DI Daily by Email

AI capex

Topic2 posts

The infrastructure spending race behind AI capacity, and what it means for cloud and inference prices.

Wednesday October 28, 2026

9:35 am
Google Cloud doubles, Azure grows 48%, AWS 39%: AI demand still outruns supply
Microsoft says demand exceeds capacity, Amazon holds 2026 capex near $220 billion and Alphabet flags a significant 2027 step-up.
Our takeMicrosoft's numbers matter most: about 75% of its capex buys short-lived hardware and demand exceeds supply, so providers have little reason to cut inference prices and good reason to favor committed customers.
Associated Press (via NY1)AI infrastructureThe AI infrastructure spending race

Wednesday October 21, 2026

9:35 am
Meta's creator ads pass a $15 billion run rate as ad prices climb 14%
Nearly 10 million advertisers used Meta's generative AI creative tools in Q3, and revenue rose 26% to $64.6 billion.
Our takeA 14% rise in the average price per ad heading into the holiday quarter means higher acquisition costs for brands that depend on Meta, while the conversion lifts Meta cites are self-measured and modest.
PPC LandMarketing and retail media

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The AI infrastructure spending race

Ongoing1 post

Google Cloud doubles, Azure grows 48%, AWS 39%: AI demand still outruns supply