Business and tech insights firm Gartner projects that total AI spending across the globe is set to shatter the $2 trillion mark this year. In a new press release, Gartner says AI investments will surge to $2.52 trillion in 2026, representing a 44% jump from the $1.757 trillion spent in 2025. Leading the investment charge are hyperscalers and data center builders, with Gartner predicting a $1.366 trillion spend in AI infrastructure this year. According to the firm, the figure marks a $401 billion jump from the $964 billion spent on AI infrastructure last year. Building out and updating the tools…
Author: Henry Kanapi
Henry Kanapi
Henry Kanapi is a journalist and editor covering the intersection of artificial intelligence, financial markets, and technology disruption. He has sourced, written, and edited thousands of stories on crypto, banking, and macroeconomics as Senior Editor at The Daily Hodl, where he helped shape coverage for an audience of over two million monthly readers. At CapitalAI Daily, Henry brings a decade of newsroom experience to fast-paced reporting on AI breakthroughs, market shifts, fraud cases, and regulatory battles. His focus is on accuracy, clarity, and exposing how money moves in the age of artificial intelligence. Henry’s work has been cited by leading financial outlets, investment firms, and research communities tracking the future of markets. He is committed to a high editorial standard rooted in transparency and trust.
Khosla Ventures founder Vinod Khosla says the pervasive narrative that AI is in a bubble is great for the media but does not necessarily reflect what’s happening under the hood. In a new interview on The OpenAI Podcast, the billionaire says that looking at stock prices is a largely inaccurate method to determine whether a tech cycle is in a bubble. According to Khosla, stock values reflect the volatile swings of investor sentiment and have nothing to do with actual demand. “There’s also this funny notion of a bubble. People equate bubble to stock prices, which have nothing to do…
The International Monetary Fund (IMF) is sounding the alarm about the AI trade, warning that a mismatch in hype and outcomes could have real consequences for investors and consumers. In its World Economic Outlook Update, the IMF says the tech sector has been one of the pillars that has kept the global economy resilient over the past few years. The institution warns that should the AI trade fall short of expectations, it could spark a wave of negative effects that ripple across the globe. “The resilience exhibited so far is driven largely by a few sectors and often supported by…
A contrarian investor who accurately called the Japanese stock market peak, the dot-com bubble and the 2008 housing market collapse is sounding the alarm on the AI trade. In a new Bloomberg Podcasts interview, GMO co-founder Jeremy Grantham says AI is no different from any other tech cycle in the past, as investors pile in and capture the potential upside of a life-changing innovation. “I think it’s obviously a bubble, and I think it’s quite a simple story. Bubbles don’t occur when there’s some crummy idea that gets touted… All the bubbles are associated with serious things, and the more…
Banking titan JPMorgan Chase is revealing its four-part strategy to capture the upside potential in the AI race that continues to heat up. In its Outlook 2026 report, the bank says investors should stick with hyperscalers even if there’s widespread doubt that their hundreds of billions of dollars in CapEx will ultimately generate substantial returns. “The four original hyperscalers (Microsoft, Meta, Alphabet and Amazon) are already growing earnings at about a 20% annual pace. Once you adjust for their growth, their valuation premiums seem justified… As a collective, they are already generating an estimated $25 billion in incremental quarterly revenue…
I/O Fund lead tech analyst Beth Kindig says the artificial intelligence market is large enough to support multiple winners, including Google and OpenAI. In a new Fox Business interview, the tech analyst believes that AI’s economic impact will far exceed earlier technology cycles, sparking a macro-scale transformation rather than a single-product or platform story. While there appears to be a widespread belief that Google is winning the AI race, Kindig says it makes no sense to give up on OpenAI. “AI is expected to have a $15 trillion impact on GDP. Some [project] as high as $20 trillion. There is…
Micron Technology (MU) has signed a $1.8 billion letter of intent to acquire a major semiconductor fabrication site in Taiwan as it accelerates capacity expansion to meet surging global demand for memory chips. The company says it has entered into an exclusive agreement to purchase Powerchip Semiconductor Manufacturing Corporation’s (PSMC) P5 fabrication site in Tongluo, Miaoli County, Taiwan. The deal includes an existing 300mm fabrication facility with roughly 300,000 square feet of cleanroom space. Micron says the acquisition is designed to expand its DRAM manufacturing footprint and strengthen its position in a market where demand continues to exceed supply. The…
OpenAI CFO Sarah Friar says the tech titan’s revenue and user growth are compounding at a pace that’s never been witnessed before. In a new company update, Friar says OpenAI’s growth is a flywheel, where compute investment fuels model capability, capability drives adoption, and adoption funds the next wave of infrastructure. “Both our Weekly Active User (WAU) and Daily Active User (DAU) figures continue to produce all-time highs. This growth is driven by a flywheel across compute, frontier research, products, and monetization. Investment in compute powers leading-edge research and step-change gains in model capability. Stronger models unlock better products and…
Billionaire venture capitalist Hemant Taneja says the rise of AI is forcing a fundamental rethink of what skills matter most for success. In a recent All-In Podcast interview recorded at CES, the General Catalyst CEO says AI is changing the role of human intelligence rather than replacing it. He highlights that schools trained earlier generations to master problem-solving techniques over curiosity and creativity. According to Taneja, AI’s ability to solve problems at lightning speed negates the need for rote execution. “When we were going to college, it was all about learning how to solve problems really well. And now, in…
Commerce Secretary Howard Lutnick says the United States is preparing to pull the full semiconductor supply chain back onto American soil through a sweeping $500 billion investment framework involving Taiwan. In a new CNBC interview, Lutnick says the multi-billion-dollar deal is a decisive move to secure U.S. self-sufficiency in chip manufacturing and related technologies. He says the arrangement is built around two parallel commitments from Taiwan, combining private capital with government-backed support to relocate production capacity to the United States. “So basically, there are two commitments from Taiwan. There’s $250 billion that comes directly from companies. And then there’s $250…