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Where AI Is Heading ?- Don't Look at Models — Look at Real Estate
The clearest signal of how seriously the biggest tech companies believe in AI isn't what is captured by the latest models or IDE's or tools — it's the dirt, concrete, and megawatts. Four of the world's largest tech companies are now collectively planning to spend somewhere in the neighborhood of $600–700 billion in capital expenditure in 2026 alone — up from roughly $388 billion in 2025 — and almost all of that increase is being driven by AI infrastructure. But each company i
Sathish Kumar
2 days ago7 min read
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