Feb. 8 at 5:45 PM
$600B+ Tech CapEx Wave = AI & Cloud Arms Race
Big Tech just dropped jaw‑dropping 2026 capital expenditure plans. Together,
$GOOGL,
$MSFT,
$META &
$AMZN are on track to deploy well north of
$600B — some estimates hitting ~
$650B+ — primarily into AI infrastructure, data centers, chips & cloud expansion. The numbers are historically massive.
If this is helpful to you, tap @NasdaqKnight
Key guidance highlights:
• Alphabet (
$GOOGL) — ~
$175B–
$185B capex, nearly double 2025 levels.
• Amazon (
$AMZN) — ~
$200B in spending, putting intense focus on AWS + AI build‑out.
• Meta (
$META) — guiding ~
$115B–
$135B for AI/data center growth.
• Microsoft (
$MSFT) — trending for ~100B+ capex on Azure & compute capacity.
📈 Traders: this level of capex signals opportunity — but watch valuation, cash flow pacing, and execution risks. Long capex cycles can drive demand for suppliers (chips, memory, AI hardware) even if big tech stocks wobble near term.
