Ai Infrastructure news and trends

OpenAI Compute Spend Could Hit $600 Billion by 2030
artificial intelligence // February 22, 2026

OpenAI has reportedly told investors its compute costs could approach $600 billion by the decade’s end. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required. yesSubscribe to our daily...

Amazon Q4 Results Show Agentic Shopping Push Beyond AI Spending
Amazon // February 05, 2026

Amazon’s Q4 earnings call on Thursday (Feb. 5) produced the number everyone repeated: CEO Andy Jassy said Amazon expects to invest about $200 billion in capital expenditures in 2026, “predominantly in AWS,” to add capacity for AI and core cloud workloads. Get the Full Story...

Alphabet Bets $185B on Gemini, Agentic Commerce and Enterprise AI
Google // February 04, 2026

When Alphabet outlined plans on its fourth quarter earnings call Wednesday (Feb. 4) to invest between $175 billion and $185 billion in capital expenditures during 2026, the range seemed to be less about ambition than necessity. Get the Full Story Complete the form to unlock...

AI Infrastructure Builder Cerebras Valued at $23 Billion in Latest Funding Round
artificial intelligence // February 04, 2026

Artificial intelligence (AI) infrastructure builder Cerebras announced a funding round Tuesday (Feb. 3) that nearly tripled its valuation from four months earlier. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional...

Interviews & Exclusives
Alphabet Bets $185B on Gemini, Agentic Commerce and Enterprise AI

February 04, 2026
When Alphabet outlined plans on its fourth quarter earnings call Wednesday (Feb. 4) to invest between $175 billion and $185 billion in capital expenditures during 2026, the range seemed to be less about ambition than necessity. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS […]

Zuckerberg Shrugs Off Wall Street Fears and Pledges Up to $135B for AI

January 28, 2026
Just hours before its after-the-bell Q4 earnings call Wednesday (Jan. 28), it was common to see a headline calling for Meta to defend and maybe even trim its artificial intelligence...

Nvidia CEO Huang Bets Full Stack Beats Open Source

August 27, 2025
Few companies in history have experienced a revenue trajectory as dramatic as Nvidia’s over the past two years. Get the Full Story Complete the form to unlock this article and...

Thredd: Inside the Payments Overhaul Powering Faster, Smarter Transactions

June 24, 2025
Watch more: Agentic AI Drives Thredd’s Ambitious Infrastructure Overhaul for Financial Decisioning Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all...

Quick Reads
Amazon Earmarks $12 Billion for Louisiana Data Centers

February 23, 2026
Amazon will invest $12 billion in data center campuses in Louisiana that will support its artificial intelligence (AI) and cloud computing technologies, the company said in a Monday (Feb. 23) press release. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional […]

OpenAI Compute Spend Could Hit $600 Billion by 2030

February 22, 2026
OpenAI has reportedly told investors its compute costs could approach $600 billion by the decade’s end. Get the Full Story Complete the form to unlock this article and enjoy unlimited...

AI Infrastructure Builder Cerebras Valued at $23 Billion in Latest Funding Round

February 04, 2026
Artificial intelligence (AI) infrastructure builder Cerebras announced a funding round Tuesday (Feb. 3) that nearly tripled its valuation from four months earlier. Get the Full Story Complete the form to...

India Proposes 20-Year Tax Holiday for Cloud Companies

February 01, 2026
India is reportedly offering foreign cloud companies a 20-year tax amnesty for building data centers there. Get the Full Story Complete the form to unlock this article and enjoy unlimited...