AsOf

AI trends

Spending committed in AI

Data centres, country programmes, compute and cloud purchases a company commits to. Counted from the record's checked claims, one column per quarter since 2023. /trends/capital-commitment.md

18
2023 Q12026 Q4*
By quarter
2026-Q4*5
2026-Q33
2026-Q25
2026-Q11
2025-Q43
2025-Q21
all quarters2025-Q22025-Q42026-Q12026-Q22026-Q32026-Q4

1–18 of 18 AI claims since 2023, newest first

2026-10-27unverified
Oracle Corporation · partnership · NVIDIA
Oracle Corporation partnership: NVIDIA, claim clm_08FA873960A1 · new claim · 1 source · conf 0.50
2026-10-19valid
Salesforce · investment · $1 billion in Spain
Salesforce investment: $1 billion in Spain, claim clm_DBD08614493C · valid · 1 source (1 primary) · conf 0.70
2026-10-13valid
Nvidia · investment · $250 million compute donation
Nvidia investment: $250 million compute donation, claim clm_441F4316C9FD · valid · 1 source (1 primary) · conf 0.70
2026-10-08valid
Anthropic · investment · $150 million over three years
Anthropic investment: $150 million over three years, claim clm_5B84D71B3B75 · valid · 1 source (1 primary) · conf 0.70
2026-10-02valid
Anthropic · investment · $100 million training program
Anthropic investment: $100 million training program, claim clm_F339932EEEE3 · valid · 1 source (1 primary) · conf 0.70
2026-08-26valid
Amazon Web Services · partnership · Nvidia
Amazon Web Services partnership: Nvidia, claim clm_C6BF5E4EB3D8 · valid · 1 source (1 primary) · conf 0.70
2026-08-26valid
Nvidia · partnership · Amazon Web Services
Nvidia partnership: Amazon Web Services, claim clm_D334184554A8 · valid · 2 sources (1 primary) · conf 0.70
2026-07-16valid
Nvidia · partnership · Noetra Corp
Nvidia partnership: Noetra Corp, claim clm_C92F3E4AA23F · valid · 1 source (1 primary) · conf 0.70
2026-06-30valid
Amazon Web Services · investment · $1 billion
Amazon Web Services investment: $1 billion, claim clm_658A4245573B · valid · 1 source (1 primary) · conf 0.70
2026-05-06valid
Anthropic · partnership · SpaceX
Anthropic partnership: SpaceX, claim clm_0D0BB3CCBC0D · valid · 1 source (1 primary) · conf 0.70
2026-04-20valid
Anthropic · investment · $100 billion AWS commitment
Anthropic investment: $100 billion AWS commitment, claim clm_02B44C5BE44E · valid · 1 source (1 primary) · conf 0.70
2026-04-06valid
Anthropic · partnership · Google
Anthropic partnership: Google, claim clm_5340AE564BFD · valid · 1 source (1 primary) · conf 0.70
2026-04-06valid
Anthropic · partnership · Broadcom
Anthropic partnership: Broadcom, claim clm_5A701A7E8F36 · valid · 1 source (1 primary) · conf 0.70
2026-03-12valid
Anthropic · investment · $100 million
Anthropic investment: $100 million, claim clm_105F56B2A8B8 · valid · 1 source (1 primary) · conf 0.70
2025-11-18valid
Anthropic · investment · $30B Azure compute commitment
Anthropic investment: $30B Azure compute commitment, claim clm_595D1998A436 · valid · 1 source (1 primary) · conf 0.70
2025-11-12valid
Anthropic · investment · $50 billion
Anthropic investment: $50 billion, claim clm_37C5A3EABF0B · valid · 1 source (1 primary) · conf 0.70
2025-10-05valid
AMD · agreement · OpenAI OpCo, LLC
AMD agreement: OpenAI OpCo, LLC, claim clm_21D9C56ED92E · valid · 1 source (1 primary) · conf 0.95
2025-05-08valid
CoreWeave · agreement · OpenAI OpCo, LLC
CoreWeave agreement: OpenAI OpCo, LLC, claim clm_B5EAB733B05C · valid · 1 source (1 primary) · conf 0.95