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
all quarters2025 Q22025 Q42026 Q12026 Q22026 Q32026 Q4

1–5 of 5 AI claims in 2026 Q3, newest first

2026-09-03valid
OpenAI · investment · $1B commitment for essential services
OpenAI investment: $1B commitment for essential services, claim clm_93C88E759A54 · 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
2026-07-28valid
Meta Platforms · investment · El Paso
Meta Platforms investment: El Paso, claim clm_528F52E056DE · valid · 1 source (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