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 Q4, 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