John Intel(@intelfabs):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:

2026.09.12 00:48

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: