Insights

Data Center Results Weekly Briefing | June 2, 2026 Weekly Industry Briefing Week of June 2, 2026 Jump to a section A Note From Joe Stat of the

Data Center Results Weekly Briefing | May 26, 2026 Weekly Industry Briefing Week of May 26, 2026 Jump to a section A Note From Joe Stat of the

Data Center Results Weekly Briefing | May 19, 2026 Weekly Industry Briefing Week of May 19, 2026 Jump to a section A Note From Joe Stat of the

Data Center Results Weekly Briefing | May 12, 2026 Weekly Industry Briefing Week of May 12, 2026 Jump to a section A Note From Joe Stat of the

Goldman Sachs put a number on it this week: $7.6 trillion in cumulative AI infrastructure CapEx between now and 2031, growing from $765 billion annually in 2026 to $1.6 trillion by 2031.

Happy Monday. This week belongs to the Big Four earnings reports — and they deserve the attention.