Big Tech AI Spending Surges Past $700B in 2026: What It Means for Cloud, Chips, and the Enterprise
The world’s largest tech companies just pressed the accelerator on AI infrastructure. Alphabet, Meta, Microsoft, and Amazon collectively disclosed more than $130 billion in Q1 capital expenditures—largely for AI data centers and specialized chips—and now project up to $725 billion in full-year capex. This is not a blip. It’s a strategic, long-term bet that AI…