BREAKING
Big Tech to spend $741B on AI in 2026
0
B
2026 AI capex
0
%
rise from prior year
2026 capex by company
Amazon
200
Alphabet
190
Microsoft
190
Meta
145
Oracle
50
0
%
software CPI YoY
0
%
electronic parts
0
%
contractor wages
Boom or bubble?
Optimists
●
Like electricity's rise
●
81% see inflation pressure
Skeptics
●
AI revenue still small
●
Stargate execution risk
AI build-out could hit $8T by 2032
AI NEWS BLITZ
Five tech giants are set to pour a record sum into AI data centers next year.