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AI Doesn’t End at Compute—It Compounds as Data

calendar_today June 8, 2026 person Cat Tan domain western-digital

Key Takeaways The last year has seen a remarkable growth in demand across the entire chain of AI infrastructure. With 2026 hyperscaler CapEx forecast by Data Center Knowledge at an eye-popping $700B, and projected to rise to $820B next year,1 it’s showing no signs of slowing down. Much of the focus has been on GPU, […]

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