Modeled estimates

Capital

What the buildout costs, and who is writing the checks. Every number on this page is a modeled estimate smeared from a public print — not a live API, not a hard claim.

All Usage Compute Energy Capital Labor Research

AI spend · modeled estimate · year

Worldwide AI spend this year

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~$82,072 / second

Gartner's May 2026 forecast for worldwide AI spending, including infrastructure. Software-only market tallies are 3–4× smaller. Scope is the whole fight.

About $82,000 every second of 2026.

Source: Gartner, Worldwide AI Spending Forecast, May 2026 (+47% YoY).

U.S. investment · modeled estimate · stock

U.S. private AI investment, 2025 vintage

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Snapshot · not a live derivative

Stanford's 2025 figure, still the last full-year print. 2026 is running hotter — Crunchbase logged ~$300B of global VC in Q1 2026 alone.

More than 23× reported private investment in China.

Source: Stanford AI Index 2026. China private: $12.4B — an undercount of state funds.

Hyperscaler capex · modeled estimate · year

Hyperscaler capex this year (modeled)

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~$13,309 / second

Amazon, Microsoft, Google, Meta, Oracle — the five that pour slabs. Modeled from 2025 run-rates plus disclosed 2026 guides, AI-heavy.

More than the GDP of Denmark, spent on rooms that hum.

Source: Company 10-K/earnings guides; Exponential View 2026 synthesis.

Installed compute, millions of H100e

Stanford AI Index 2026 trajectory, AiSignal series.

Worldwide AI spend, trillions

Gartner 2026 print for the last column.