TTD · 10-Q · 2026Q2 · Full report

AI Infrastructure Investment

Trade Desk, Inc. · 2026-08-06 · Importance 52 · Surprise 42

Trade Desk expects platform operations expense to rise as queries per second and media impressions purchased increase and as it invests in hosting capabilities supporting new platform functionality and growing AI and machine-learning capabilities. Six-month hosting costs increased by $31 million year over year, driven by greater platform usage, new data-center investments and technical-team feature usage. The company expects rising prices for data-center components to affect these investments and plans continued hiring and retention of technical talent.

Key facts

• The company expects platform operations and technology and development operating expenses will continue to increase as it invests in platform operations for hosting capabilities and in technology and development including AI. source