AI Strategies for CEOs · Mar 24, 2026

The $600B Capex Update: Who’s Winning the Infrastructure Race at Q1 End

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CEO BRIEFING • MARCH 24, 2026

CEO BRIEFING • MARCH 24, 2026

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Hyperscaler AI spending now exceeds $600 billion annually. However, the allocation of this investment is changing, with immediate implications for enterprise pricing.

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Read on axeltombereau.substack.com ↗

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