How Real Is a $1.6 Trillion AI Backlog?

Published on February 18, 2026

If inquisitive investors wanted to measure the demand for AI with some actual numbers, one place they might look on the balance sheet is the line reading “remaining performance obligations,” known more simply as the backlog.

Continue reading on website
Other news

U.S. Housing Market: A Fixer-Upper

February 18, 2026
Browsing real-estate listings is a popular hobby. Home data portals provide hours of free entertainment. Some listings feature bizarre or ostentatious decoration; some are time capsules, preserving a bygone era. Most entries share one shocking feature: the price.

The AI Panic Ignores Something Important — the Evidence

February 18, 2026
Artificial intelligence is a genuinely useful technology, but its impact will be uneven, gradual and impossible to predict. That’s the boring truth, however unlikely it is to go viral.