Big Tech to spend $650 billion on AI infrastructure in 2026
Amazon, Google, Microsoft, and Meta collectively plan to invest a staggering $650 billion this year in capital expenditures, primarily targeting AI infrastructure. The spending includes building new data centers and acquiring key components like AI chips and networking equipment. Amazon leads with a $200 billion commitment, followed by Google with up to $185 billion. These investments mark a dramatic escalation in the race to dominate AI compute capacity.
This unprecedented spending spree signals the intensifying competition in AI and underscores massive demand for cloud and AI services.
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