BREAKING
Big Tech Q2 AI Capex Up 74%
0
B
Q2 capex
0
%
YoY increase
FY2026 Capex by Company
Amazon
200
Microsoft
190
Alphabet
180
Meta
125
0
B
FY2026 total
0
%
YoY increase
0
B
prior year
Boom Meets Doubt
Drivers
UP
●
Data centers and GPUs
●
Resilient AWS and Azure demand
Concerns
RISK
●
Revenue lags heavy spend
●
Risk of overbuilding
Capex Race Runs On
AI NEWS BLITZ
Four tech giants are set to report a massive surge in AI infrastructure spending.