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AXIOS (Madison Mills) - AI's buildout continues to bleed cash

Data: Earnings, Bloomberg; Chart: Axios Visuals Spending by hyperscalers — the data center behemoths in the vanguard of the AI revolution — is expected to total $610 billion at the mid-range of company guidance estimates, about triple the spending from just two years ago. Why it matters: The AI buildout is getting more and more expensive.

NYTIMES (Eli Tan and Mike Isaac) - Meta Forecasts Spending of at Least $115 Billion This Year

That would be a major jump from the $72 billion that the Silicon Valley tech giant shelled out last year, as it aims to compete in the artificial intelligence race.