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AI infrastructure spending is moving faster than anyone expected. Capital expenditure estimates for 2026 have risen to about $750 billion, which works out to 67% growth from last year. Forecasts for 2027 are already closing in on $1 trillion. With numbers that big, investors are starting to wonder whether all these data centers can actually get funded and built on time.
Nvidia Corporation (NVDA) is now caught up in that debate. Reports say the company may put up a credit backstop of as much as $250 billion for OpenAI’s planned data center project in Ohio. Wedbush says the deal introduces a near-term risk for Nvidia, though the firm still sees the bigger picture for AI infrastructure demand as positive over the long haul.
