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The data center arms race: who’s building the AI brain of the future?

Olivier GomezOlivier Gomez (OG), source: Bloomberg, WSJ, company filings
Infographic: The data center arms race, who’s building the AI brain of the future. The scale of the hyperscalers’ spending, who is winning the GPU war, old world versus new world, the path from capital committed to models deployed, and the strategic reality: an infrastructure war.
Source printed on the infographic: Bloomberg, WSJ, company filings. Open full size.

AI is no longer competing at the software layer.

The real battle is happening underneath:

Power. Compute. Data centers. Energy.

The companies building AI infrastructure today are positioning themselves to control the next decade of business.

This is not just a technology race anymore. It is an infrastructure war.

Whoever controls the compute controls the future.

First published in the AI in Infographics series on 17/10/2026. See it on Substack or subscribe to get the next one.

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