Big Tech’s $650B AI Spending Plans Signal Next Phase in Infrastructure Race
Amazon, Microsoft, Meta, and Alphabet are set to collectively invest about $650 billion in AI infrastructure this year — a 60% increase over 2025. Amazon alone will spend $200 billion on data centers, chips, and hardware, according to recent earnings disclosures. Nvidia and other chipmakers saw share prices surge as investors anticipate accelerating demand across the AI supply chain. The scale of this investment highlights companies’ urgency to secure computational power for training advanced AI models.
This massive spending marks a decisive shift into an AI arms race that will shape the future of cloud, chips, and enterprise IT.
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