Amazon, Microsoft, Google, and Meta will spend a combined $725B on AI infrastructure in 2026 alone.
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Amazon, Microsoft, Alphabet, and Meta will spend a combined ~$725B on AI infrastructure in 2026 — up 77% year-over-year.
Amazon ~$200B. Microsoft ~$190B. Alphabet up to $205B. Meta $125–145B.
Citi estimates $2.8T in global AI infrastructure spend is needed by 2030 — $1.4T of that in the U.S. alone.