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AMZN, GOOG, MSFT, META, ORCL Plan $700 Billion in Largely AI-Related Capex in 2026. Here’s Where the Cash Comes From

The top U.S. internet firms aim to boost AI infrastructure with nearly $700 billion in capital expenditures, marking a 60% increase from 2025, analysts report.

Summary by Wolf Street
Big Tech is finally plowing their cash & their investors’ cash into the economy.

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Lean Right

Major preparations are underway for AI, with companies like Google, Meta, Amazon, and Microsoft set to spend approximately $650 billion. India has allocated approximately $670 billion for AI in its general budget. Let's explore the details.

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The major technology companies aren't seeing any bubble, and if they are, they don't plan to stop because they're still in a fast-paced race they can't afford to lose. Meta, Microsoft, Amazon, and Google alone have announced in their latest earnings reports that they will increase their investment in computing infrastructure by 2026. In total, this investment amounts to $600 billion, in addition to the slightly more than $400 billion invested la…

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CNBC broke the news in United States on Friday, February 6, 2026.
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