Global AI capex reaches $1T

8.8 significance by AI 2027 Compute Q4 2026

Why does it matter?

Concentrated compute would decide who can train or run the most capable systems.

Direct quote

Agent-1 and its imitators are commercially successful; over the course of 2025, AI company revenues triple, and OpenBrain valuation reaches $1T. Annual spending on datacenters doubles to $400 billion, led by Microsoft, Google, and Amazon, and the US adds over 5 GW of AI power draw.

AI 2027