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Datacenters

Datacenter construction, capacity, REITs, hyperscaler capex and colocation.

Hyperscaler Capex Tracker: Big Tech's 2026 AI Spending

Quarterly AI capex for Microsoft, Alphabet, Meta and Amazon: latest reported spending, 2026 guidance, what changed and when each company reports next.
Eli Yang 18 Oct 2026

Weekend Recap: AI Demand Holds Up as AI Financing Costs Climb

Chipmakers reported strong orders this week while chip stocks and AI-infrastructure debt sold off.
Eli Yang 18 Oct 2026

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Alpha Agentic is free and for informational purposes only. Nothing here is investment advice.