‘Big 4’ US Tech Raise 2026 Capex to US$695 - $725 Billion
-Microsoft revealed US$190 billion capex guidance for 2026 (CY), beat estimate $150B-Meta raised to $125-$145 billion from $115-$135B, on higher component costs and data center buildouts.-Google raised to $180-$190 billion from $175-$185B, and tipped significant 2027 capex increase-Amazon reaffirmed its record ~$200 billion capex plan$Amazon(AMZN.US) $Microsoft(MSFT.US) $Alphabet(GOOGL.US) $Meta Platforms(META.US) #AI #Datacenter #semiconductorsSource: Dan Nystedt
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