Data Center Capital Expenditure to Exceed $1 Trillion in 2026, Social Graph VC Report

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According to Social Graph VC, data center capital expenditure is projected to exceed $1 trillion in 2026, roughly double the 2025 spending levels of the four major hyperscalers. The report noted that AI investment currently accounts for approximately 0.9% of global GDP and is expected to rise to around 1.4% by 2028.

CME has announced plans to launch cash-settled H100 and B200 monthly rental futures contracts on NYMEX on October 5, 2026, pending regulatory approval and referencing the Silicon Data Index. ICE also announced GPU futures based on the Ornn Index.

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