Where hyperscaler AI CapEx actually goes.
A source-linked breakdown of Microsoft, Alphabet, Meta and Amazon spending—from silicon and servers to campuses, power, commissioning and billable capacity.
Read the full analysis →GLOBAL DATA CENTER INTELLIGENCE
Track the pulse of infrastructure.
Daily intelligence for investors tracking data-center projects, listed companies, hyperscaler CAPEX, compute, power and cooling.
- PROJECT SIGNALS
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- US COMPANY UPDATES
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- DATA STATUS
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01 · LIVE PULSE
What matters now
The latest verified infrastructure developments, ranked for quick reading.
Open all signals →02 · EARNINGS & CAPEX
The next read-throughs
Officially scheduled U.S. events in Eastern Time.
03 · COMPANY WATCH
U.S. listed infrastructure
Recent disclosures from listed data-center and infrastructure companies.
Open company watch →04 · MARKET TEMPERATURE