"Amazon is set to spend around $200 billion in capital expenditures during 2026, driven by strong demand for AI, chips, robotics, and low Earth orbit satellites."
"Microsoft is investing heavily with a projected capital expenditure of $190 billion, reflecting a commitment to advancing its technology offerings and competing in the AI space."
Major tech companies are experiencing unprecedented capital expenditures, with forecasts reaching hundreds of billions. Amazon leads with a projected $200 billion for 2026, driven by demand for AI and other technologies. Microsoft follows closely with a $190 billion forecast. This surge in spending reflects a strategic focus on artificial intelligence and related innovations, as companies aim to secure leadership in the evolving tech landscape. The trend marks a significant shift from previous years of lower capex in the single- to low-double-digit billions.
Read at Fast Company
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