Big Tech

An Nvidia executive says AI compute costs far exceed human labor costs, even as Big Tech commits $740 billion in capex for AI infrastructure this year.

Meta stock dropped after reports that the company could raise tens of billions of dollars to finance AI infrastructure expansion.

Meta is rapidly reorganizing workers around AI-focused roles, reflecting Big Tech’s shift toward AI-led operations.

Jim Cramer argued that major tech companies must keep investing heavily in AI computing and infrastructure capacity.

Meta’s results and rising AI capex intensified investor debate over whether Big Tech’s AI spending will pay off.

Meta reportedly lifted its capital expenditure outlook as it continues investing heavily in AI infrastructure.

Google will commit $10B immediately and up to $40B total in Anthropic at a $350B valuation, deepening its bet on the Claude AI maker.

As Apple's hardware chief prepares to take the CEO role, analysts and investors say his biggest test will be closing Apple's significant gap in AI versus rivals.

U.S. Big Tech has rebounded strongly in recent weeks, but analysts warn AI infrastructure's surging energy demands could pressure long-term profit margins.

President Trump convened top AI and tech executives at the White House to sign the Ratepayer Protection Pledge, committing companies to build or buy their own power and cover all infrastructure costs for AI data centers without passing expenses to consumers.

Bridgewater Associates projects that the world's largest tech companies will collectively invest approximately $650 billion in artificial intelligence infrastructure in 2026, while warning of significant economic concentration risks.

Study reveals 74% of Big Tech's AI climate benefit claims lack peer-reviewed evidence, with 36% providing no evidence at all for emission reduction promises.

Tech selloff wipes over $1T from Big Tech valuations as investors question AI spending returns, with Amazon, Meta, Microsoft, and Alphabet forecasting $600B+ in 2026 capex.

Alphabet, Microsoft, Meta, and Amazon are projected to spend close to $700 billion combined on AI infrastructure in 2026, marking a 60% increase from 2025.

Amazon projects $200 billion in AI infrastructure capex for 2026 while Google forecasts $175-185 billion, marking unprecedented investment levels that rattled investors and triggered stock price declines across Big Tech.

Amazon, Microsoft, Meta, and Google forecast $650B in AI capital spending for 2026. Unprecedented investment drives data center construction boom.

Microsoft, Amazon, Alphabet, and Meta are projected to spend $475 billion on AI infrastructure in 2026, double the 2024 figure. Investors are demanding evidence that massive AI investments will generate measurable returns in upcoming earnings reports.

Top executives from Microsoft, Nvidia, Google DeepMind, and more discuss the future of AI at Davos, focusing on AI as infrastructure, chip security, and the crucial race to control the user interface.