
Meta's $35B GPU Bet and the AI Infrastructure Race
The AI industry has always been a race — but in April 2026, the nature of that race changed. Meta announced a $21 billion GPU capacity deal with …

The AI industry has always been a race — but in April 2026, the nature of that race changed. Meta announced a $21 billion GPU capacity deal with …
When Efficiency Soars, But Revenue Stagnates: What Does This AI Investment Reality Gap Indicate? Direct answer: This indicates a significant …

On March 27, 2026, SoftBank Group secured what may be the largest unsecured bridge loan in corporate history — $40 billion — to fund a further …