US tech infrastructure is on the rise, with AI positioning itself as the leading element fueling the charge ahead. The US tech companies are betting big on AI, committing $569B to AI infrastructure as demand for the domain is projected to rise steadily over a period of time.
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US Tech Companies Keen To Pursue AI Long Term
The infamous AI bubble is busting anytime soon, as US tech companies are seriously committing to the AI development and expansion antics. Per the latest update by the Kobeissi letter, US tech companies are now betting big on AI infrastructure, committing nearly $569B on data center leases for years to come.
“The AI boom is accelerating. US tech companies are committing to spend a combined $569 billion on data center leases over the next several years. A lease is a long-term rental agreement, meaning these companies commit to multi-year payments for data centers, offices, or warehouses without owning them upfront. This represents a +$197 billion, or a +53% increase from Q2 2025.”
That being said, Oracle, a leading AI infrastructure company, alone has added $148B in new lease commitments, displaying how serious the firm is when it comes to expediting AI ordeals.
“This represents a +$197 billion, or a +53% increase from Q2 2025. Some of these leases can last up to 19 years, locking Oracle into massive fixed costs regardless of future AI demand. Tech companies are making massive bets on AI.”
US Tech Domain Now Emphasizes AI and Tokenization
Apart from AI, the US tech narrative is also pivoting towards crypto, with the element of tokenization taking center stage. Per the latest update by MoonPay’s Keith A. Grossman, the future of finance is on-chain, with tokenization acting as a disrupting force, taking the world by storm.
“Citi, Bank of America, JPMorgan Chase, and their peers will still exist in 20 years…. financial institutions will evolve again. Settlement will compress from days to minutes. Capital will become programmable. Assets will be globally accessible by default, not by exception. The trend line is unmistakable: the world is moving faster, becoming more efficient, and getting cheaper to “operate.” AI and crypto are not separate forces; rather, they are complementary. As johnjdagostino so eloquently stated, AI is scalable intelligence; crypto is scalable truth. One transforms how decisions are made. The other transforms how trust is established.”
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