---
title: "Is AI infrastructure spending heading for an even bigger boom? What ARM, Shift4, SpaceX, and Anthropic just told us"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286806034.md"
description: "ARM and Shift4 just bounced after earnings while SpaceX and Anthropic poured billions into AI compute, and most investors are not ready for what comes next."
datetime: "2026-05-18T18:11:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286806034.md)
  - [en](https://longbridge.com/en/news/286806034.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286806034.md)
---

# Is AI infrastructure spending heading for an even bigger boom? What ARM, Shift4, SpaceX, and Anthropic just told us

ARM and Shift4 just bounced after earnings while SpaceX and Anthropic poured billions into AI compute, and most investors are not ready for what comes next.

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