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Analysis Feb 20, 2026

Meta Locks In Millions of Nvidia Chips in Unprecedented AI Deal

A multi-billion dollar, multiyear pact makes Meta the first to deploy standalone Nvidia Grace CPUs at scale

Analysis Feb 6, 2026

Big Tech Will Spend $600 Billion on AI Infrastructure This Year. Where Does That Money Actually Go?

Google just doubled its AI spending to $185 billion. Meta's at $135 billion. Combined, the hyperscalers will burn through more than $600 billion in 2026. What they're building, and what it costs the rest of us.

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