Four private tech companies are planning to spend nearly as much on AI infrastructure in 2026 as the U.S. government spends on the entire Defense Department. I know I know Capex buys long-lived assets The defense number is mostly an annual operating + procurement budget But private AI infrastructure investment has become so large that it now rivals one of the biggest items in the U.S. federal budget. That is the story. Read it from here and follow @AurelionRsch:

Verifiably private AI is NEAR AI. Major platforms and nation-scale systems like Venice, Brave, Abound, and the Government of Bermuda are integrating NEAR AI to bring confidential inference to their users 🧵