BREAKING
Amazon, Google Lift 2026 AI Spend
2026 Capex Plans vs Prior Year
Amazon 2026
200
Amazon 2025
131.8
Google 2026
180
Google 2025
91.4
0
B
AWS Q4 rev
0
%
AWS growth
0
B
Alphabet Q4 rev
0
B
Big Tech AI spend
In-House Chips Drive the Race
Amazon
Trainium
●
500,000-chip Project Rainier
●
Trains Anthropic's Claude
Google
TPUs
●
Gemini demand cited
●
10B+ tokens per minute
0
B
Amazon FCF low
0
B
Amazon FCF high
0
M
Gemini app users
Winner-Take-All AI Buildout
AI NEWS BLITZ
Amazon and Google are ramping AI spending toward record highs for 2026.