2026-02-06
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 …
Bloomberg
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 …