Global data centre capital expenditure is on course to exceed $1 trillion in 2026 according to new research from Dell’Oro Group, as hyperscale AI deployments accelerate and rising memory and storage costs push overall server spending higher.

The research company raised its worldwide data centre capex outlook for the year following a strong Q1, citing a combination of AI expansion, continued investment in general-purpose infrastructure and component cost inflation as the primary drivers.

Baron Fung, senior research director at Dell’Oro Group, stated rising memory and storage pricing substantially increased overall server system costs in the quarter and will likely remain a major capex growth factor throughout the year.

“At the same time, AI infrastructure deployments continue to accelerate rapidly, while hyperscalers also expanded general-purpose infrastructure to support public cloud growth, agentic AI workloads, and rising AI-related storage requirements,” he said.

The scale of spending among the largest cloud providers is striking. Amazon, Google, Meta, and Microsoft, the top four US hyperscalers, increased data centre capex by 78% year-on-year, reflecting the intensity of the AI infrastructure race.

On the supply side, Dell led server OEM revenue followed by Supermicro and Lenovo, though white-box vendors serving the hyperscale market accounted for most overall server revenue. Nearly all server vendors benefited from higher memory-driven system pricing.

Despite already exceptional spending growth in the first half of the year, Dell’Oro expects capex growth to accelerate further in the second half, driven by the ramp-up of Nvidia’s Vera Rubin platform and refresh cycles for hyperscaler custom accelerator platforms.

Beyond the major cloud providers, Fung noted select enterprise verticals and sovereign cloud providers are also increasing AI infrastructure adoption, “though growth remains constrained by uncertain returns and infrastructure readiness”.

“While near-term demand remains healthy, some spending may have been pulled forward ahead of expected price increases later this year,” explained Fung.

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Anthropic launched a public version of its Mythos AI model, but with guardrails in place to block its use in sensitive areas such as cybersecurity.

The AI player stated its Claude Fable 5 model is its most powerful to date on its launch yesterday (9 June), which is two months after Anthropic first unveiled its Mythos-class model.

The limited Mythos preview sent shockwaves through the industry after the model uncovered thousands of software vulnerabilities.

Last week Anthropic expanded the reach of its Mythos AI model to an additional 150 companies across more than 15 countries.

The startup describes Fable 5 as state-of-the-art on nearly all tested benchmarks of AI capability, claiming exceptional performance across software engineering, knowledge work, vision and scientific research. The longer and more complex the task, Anthropic stated, the larger Fable 5’s lead over its other models.

Anthropic stated it has done extensive testing to ensure users cannot manipulate Fable 5 into bypassing its guidelines. Queries on restricted topics will instead receive a response from the company’s Claude Opus 4.8 model.

The AI player acknowledged the safeguards are tuned conservatively and will sometimes catch harmless requests but said they trigger on average in fewer than 5% of sessions.

“With more capable models arriving in the coming months, we’re working to improve our safeguards and reduce false positives as quickly as we can,” Anthropic stated.

For a smaller group of cyber defenders and infrastructure providers, Anthropic is simultaneously launching Claude Mythos 5, which is the same underlying model as Fable 5 but with safeguards lifted in some areas.

Mythos 5 will initially be deployed through Project Glasswing in collaboration with the US government. It carries what Anthropic described as the strongest cybersecurity capabilities of any model in the world.

Users who had access to the Claude Mythos Preview will be able to upgrade to Mythos 5, with broader access planned through an expanded trusted-access programme.

Fable 5 and Mythos 5 are priced at $10 per million input tokens and $50 per million output tokens, less than half the price of Claude Mythos Preview.

The rollout comes as Anthropic, now valued at $965 billion, looks to extend the momentum which has pushed its valuation above rival OpenAI, with both startups racing toward public listings.

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Axon Networks acquired Greenwave Systems, combining two companies with shared roots to create a more unified, AI-powered network orchestration platform.

The US-based company stated the deal strengthens its cloud-agnostic Axon Maestro platform, purpose-built for telecom operators, institutions and enterprise service providers.

Greenwave’s software-defined mobile network services, including its network-as-a-service orchestration portfolio, will be added to Axon Maestro.

Greenwave’s technology will be folded into the Maestro platform as dedicated modules, with its engineering team shifting focus to OSS/BSS product development with expanded support for mobile connectivity.

Financial terms are not available.

At the heart of the integration is Axon’s real-time digital twin technology, which the company said will serve as the foundation for next-generation network inventory management.

Axon CEO Martin Manniche, who co-founded Greenwave in 2008 alongside other current Axon executives, stated operators are too often constrained by legacy operational support systems which require heavy customisation and slow down innovation.

“This limits their agility and effectiveness, delaying innovation and time-to-market for new services,” he said.

The deal also positions Axon to capitalise on growing operator interest in fixed wireless access and low earth orbit satellite connectivity.

As those technologies gain traction in access networks, the company argues end-to-end orchestration from the mobile core to in-home devices will become increasingly critical for delivering a consistent subscriber experience.

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