Alphabet, Amazon, Meta, and Microsoft forecast a combined ~$650B in 2026 capital expenditures, an estimated 60% YoY increase, driven by data center construction

Four of the biggest US technology companies together have forecast capital expenditures that will reach about $650 billion in 2026 …

Bloomberg 2026-02-06

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@agathedemarais.com Agathe Demarais on bluesky
Amazon, Meta, Alphabet and Microsoft could spend US$650bn in capital expenditures in 2026 — • Amount is broadly equivalent to Israel's (US$611bn in 2025) or Sweden's (US$662bn) GDP — • Data highlight race to dominate AI market and build data centres around the world …
NewsMax.com Noel Randewich on x
Wall Street Ends Sharply Down as AI Worries Weigh
@rani Rani Molla on bluesky
Big Tech companies spent a record amount on capex last quarter. This year they say it's going to go up 50% more. sherwood.news/tech/big-tec...
@handle.invalid Jon Keegan on bluesky
AI cloud computing demand is white-hot. — Amazon, Google, and Microsoft each reported hundreds of billions in RPO (remaining performance obligations), that they can't fulfill yet. — Collectively, the big three cloud providers reported a $1.1 TRILLION backlog of revenue. — s…
r/technology r on reddit
Big Tech's ‘breathtaking’ $660bn spending spree reignites AI bubble fears
@gregdaco Gregory Daco on bluesky
Four of the biggest US technology companies together have forecast capital expenditures that will reach about $650 billion in 2026 — a mind-boggling tide of cash earmarked for new data centers and all the gear housed within them. — www.bloomberg.com/news/article... [image]
@quinnypig.com Corey Quinn on bluesky
...and all but about twenty bucks of that is OpenAI. [embedded post]
@dee_bosa Deirdre Bosa on x
Meta is now putting 50 cents of every revenue dollar back into AI infrastructure... double Amazon's ratio. Yet market is rewarding Meta. meanwhile software stocks selling off because AI works too well. The AI trade is broken. updated capex-to-revenue numbers for the megacaps [ima…
@jessefelder Jesse Felder on bluesky
“Higher capex telegraphs that it may take longer for AI strategies to play out. Not welcome news for investors that are already fixated on when AI-related revenue will start to show up.” www.ft.com/content/0e7f... [image]
@stocksavvyshay Shay Boloor on x
Jensen Huang's interview had a few important tells. The $NVDA GPU depreciation overhang on AI utilities like $NBIS, $IREN, $CIFR & $CRWV is fading right as hyperscaler CapEx + GPU demand re-accelerate. This is still early innings of the largest industrial buildout of our time. [v…
@threehatsinarow @threehatsinarow on x
@MattZeitlin Connecting consumers with products that improve their lives is the highest and greatest calling and I'm excited to give the duty to the robots
@mattzeitlin Matthew Zeitlin on x
“ok but what do you actually use AI for” the same thing all intelligence is used for: improving the click thru rates of online ads
@yoemsri Youssef El Manssouri on x
@DeItaone He's not wrong. Meta deployed LLMs across 4 billion users before most companies finished their pilot programs.
@jerrycap @jerrycap on x
$META likely about to obliterate what's left of boomers minds with AI over the next 20 years. You think you're getting inheritance? That's Zucks money to take.
r/NVDA_Stock r on reddit
Nvidia rises 7% as Jensen Huang says $660 billion capex buildout is sustainable
@kevincarson1 Kevin Carson on bluesky
Amazon shares sunk more than 9% on Friday after the company's hefty spending forecast surprised investors who were already wary that the artificial intelligence boom is at risk of becoming a bubble.
r/StockMarket r on reddit
Nvidia shares rise 8% as Jensen Huang says $660 billion capex buildout is sustainable
r/NvidiaStock r on reddit
Nvidia rises 7% as Jensen Huang says $660 billion capex buildout is sustainable

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Alphabet, Amazon, Meta, and Microsoft forecast a combined ~$650B in 2026 capital expenditures, an estimated 60% YoY increase, driven by data center construction

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