Big Tech Commits ~$600–650B to AI in 2026
A Historic Build-Out Meets Wall Street Skepticism In a defining shift for the technology sector, major U.S. technology giants Amazon, Alphabet (Google’s parent), Meta Platforms, and Microsoft are on track to deploy a combined $600–650 billion in capital expenditures (capex) in 2026, targeted overwhelmingly at AI infrastructure, data centers, high-performance computing, and related services. This…