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

20
2023 Q12026 Q4*
By quarter
2026 Q4*5
2026 Q35
2026 Q25
2026 Q11
2025 Q43
2025 Q21

1–3 of 3 AI claims in 2025 Q4, newest first

2025-11-18valid
Anthropic · investment · $30B Azure compute commitment
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