AI Infrastructure Spending Outlook Points to Sustained Data Center and Power Demand
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A Kommersant review highlights continued growth in generative AI adoption and projected investment in AI infrastructure, including data centers. It does not report a specific data center, grid, or energy project.
- Five major technology companies are cited as planning roughly $660–690 billion of 2026 CAPEX, including AI-infrastructure investment.
- Goldman Sachs forecasts $765 billion of annual AI-infrastructure CAPEX in 2026, rising to $1.6 trillion by 2031.
- The source links data centers to the infrastructure and energy demands of AI adoption but provides no project-level capacity or power data.
- No new data center or energy-infrastructure project is announced, under construction or commissioned in the source.
Amazon, Alphabet, Meta, Microsoft and Oracle are expected to spend approximately $660–690 billion in capital expenditure in 2026, including investment in AI infrastructure, according to the review. The figure is an aggregate for the five companies; the source does not break out spending allocated directly to data centers, power infrastructure or individual projects.
Goldman Sachs estimates annual AI-infrastructure capital expenditure could reach $765 billion in 2026 and rise to $1.6 trillion by 2031. These are forecasts rather than reported expenditures.
The review characterizes data centers as foundational infrastructure for the current technological shift and notes their effect on energy consumption. For data center operators, power providers and infrastructure investors, the spending outlook could imply intensifying competition for compute infrastructure, development sites, grid interconnection and energy resources. The source does not quantify how much of the projected investment will translate into data center capacity or associated energy assets.
The broader adoption indicators cited in the article point to the demand backdrop behind the investment outlook. It states that 88% of organizations use AI and 70% use generative AI. It also cites private AI investment of $285.9 billion in the United States and $12.4 billion in China in 2025.
This is a market overview rather than an announcement of a transaction, construction start or commissioning. No individual data center, power facility, capacity figure, project-level CAPEX or delivery timeline is disclosed.
The projected scale of AI-related capital expenditure suggests sustained demand for compute capacity, data center infrastructure and associated power supply. However, the available figures do not identify the share directed specifically to data centers or energy infrastructure, nor do they correspond to commissioned capacity.
- Коммерсантъ — IT / 10 октября 2026 г. · РусскийПервоисточник →