Tuesday · October 27, 2026thebuyerspulse.com
THE BUYERS PULSE
IT Infrastructure | New Technologies | Buying Advisor
Hot News · Three editions a day — nine stories ◆ Earnings Eve: $1.7 trillion of backlog meets the AI bill ◆ Naver × Brookfield: $9B AI factory ◆ Patches exploited within 48 hours ◆ Afternoon Edition 12:44 p.m. PT ◆ Night Edition 8:44 p.m. PT ◆ Hot News · Three editions a day — nine stories ◆ Earnings Eve: $1.7 trillion of backlog meets the AI bill ◆ Naver × Brookfield: $9B AI factory ◆ Patches exploited within 48 hours ◆ Afternoon Edition 12:44 p.m. PT ◆ Night Edition 8:44 p.m. PT ◆

ISSUE No. 1 — THE SIX-TRILLION-DOLLAR BET

The Weekly Edition

The wave is measured in money, not headlines. The full issue, in the order the money is committed.

01

The Cover Story

The wave is measured in money, not headlines

A data-center aisle lined with rows of server racks

What the AI infrastructure buildout actually commits — capital, power and purchase orders — and what it leaves uncommitted.

02

The Decision Order

Five decisions, in the order the money is committed

Aerial view of a large data center at sunset

Power before buildings, buildings before racks, racks before silicon: the sequence that decides whether a project lands on time.

03

The Charts

Gartner's picture for 2026

A row of server racks inside a data center

The forecast frame the industry budgets against, read against the announcements of the week.

04

The Figures

This issue's indicators, with their series and their source

Four professionals in a business meeting around a table

Every number in the issue, with the series it belongs to and where it was published.

05

The Normal Company

A normal company, Monday at 9

Two professionals reviewing a document together

What the buildout means for an ordinary enterprise buyer facing a renewal this quarter.

Read the full issue

Issue No. 1 — PDF version

The complete Weekly Edition as designed for print reading, with charts, figures and sources.

PDF version

The Weekly Edition

The FULL WEEKLY EDITION — the in-depth analysis behind the week's biggest infrastructure buying decisions — is published on our website:

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