Big Tech Plans $715 Billion AI Infrastructure Spend in 2026

TLDR: Big Tech’s combined 2026 CapEx of $715 billion marks a 98% year-over-year surge from prior levels. Amazon leads spending at $200 billion, followed by Microsoft and Alphabet both guiding toward $190 billion. Funds are targeting data centers, Nvidia GPUs, custom chips, and power systems to meet AI demand. Investor Jim Chanos warns of accounting [...]

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