2026-02-10 05:17:44

Capital expenditure (CapEx) by major tech companies is booming:

Total capital expenditure by Amazon (AMZN), Alphabet (GOOGL), Meta (META), and Microsoft (MSFT) is expected to increase by 70% compared to the previous year, reaching a record $610 billion by 2026.
This figure is nearly three times the $217 billion spent in 2024 and more than four times the amount in 2023.
Amazon leads with $200 billion in planned spending, followed by Alphabet with $180 billion, Meta with $125 billion, and Microsoft with $105 billion.
Each company is expected to spend nearly the same or more than the combined amount they spent in the previous two years, solely in 2026.
All four companies will break the record for the highest annual capital expenditure by a single company in the past 10 years.
The investment boom in artificial intelligence (AI) infrastructure is unprecedented.

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