AI Infrastructure Spending Accelerates Across the Stack: Super Micro, CoreWeave, and SpaceX All Signal Multi-Year Build-Out

Super Micro booked $60 billion in Q4 FY2026 orders. CoreWeave raised 2026 capex guidance to $35–$39 billion with a $104 billion revenue backlog as of June 30, 2026. SpaceX spent $15.83 billion on AI infrastructure in Q2 2026 alone, up from $749 million a year earlier. Spending is accelerating — not plateauing — across server OEMs, cloud providers, and end-users alike.