--- title: "Big Tech's $600 billion spending plans exacerbate investors' AI headache" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/275141784.md" description: "Big tech firms are planning a $600 billion investment in AI by 2026, raising concerns among investors about profitability and competition. Amazon's capital expenditure could double, leading to a drop in its shares, while other tech stocks rose. Data analytics firms are facing pressure, with RELX shares down significantly. Analysts believe the market's reaction may be overblown, but investor caution remains. The broader equity markets are experiencing their worst week since November, with significant losses in software and data services sectors, particularly in India." datetime: "2026-02-06T14:40:47.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/275141784.md) - [en](https://longbridge.com/en/news/275141784.md) - [zh-HK](https://longbridge.com/zh-HK/news/275141784.md) --- > 支持的语言: [English](https://longbridge.com/en/news/275141784.md) | [繁體中文](https://longbridge.com/zh-HK/news/275141784.md) # Big Tech's $600 billion spending plans exacerbate investors' AI headache LONDON, Feb 6 : A planned $600 billion artificial intelligence spending splurge by big tech firms in 2026 is adding to investor unease as they assess the implications for profitability as well as a potential existential threat to software firms. Amazon, which said its capital expenditure could double from a year ago, fell sharply in pre-market trading on Friday, while shares in other big tech companies rose and Wall Street stock futures firmed. Meanwhile, shares in data analytics firms continued to come under selling pressure on concerns that they face an existential threat from powerful new AI models. London-listed RELX's shares were down 4.8 per cent and set for a 17 per cent tumble in their worst week since 2020, while the S&P 500 software and services index <.SPLRCIS\> has fallen almost 10 per cent this week and India's IT index has shed around 7 per cent. Alphabet and Amazon, members of the so-called Magnificent 7 group of the largest U.S. companies, revealed plans this week to spend much more than anticipated on AI infrastructure. While markets reacted with concern, knocking the shares, analysts said they have room because they are profitable. Although analysts said the stock market selloff has been overdone, investors remain cautious. "Headlines that would have pushed shares to fresh highs during the peak of AI optimism are now being interpreted far more cautiously by investors," said Carlota Estragues Lopez, equity strategist at St. James's Place in London. "It's not just return on investment that worries investors, but also the risk of narrow market leadership that struggles to broaden beyond a handful of mega-cap names." JOLT TO DATA ANALYTICS FIRMS A selloff in software and data and analytics firms was triggered by a new plug-in from Anthropic's Claude. Shares in London Stock Exchange Group clawed back some ground on Friday, but the price was still down almost 6 per cent for the week in a second straight week of sharp losses. This week's drawdown in AI-exposed shares has weighed on broader equity markets. Global shares are on track for the worst week since November, down 1.6 per cent. The broad S&P 500 index is off 2 per cent, while U.S. software and data services companies have seen around $1 trillion in market value evaporate since January 28. The rout has been particularly acute in India, where shares of software exporters plunged another 2 per cent on Friday as they ended a week that has seen $22.5 billion in market value losses. Investor nerves over potential AI‑driven disruption are coinciding with a growing tendency to punish big tech firms for signaling even heavier spending on the technology. Google parent Alphabet also upped its spending plans on Thursday, sending its shares as much as 8 per cent lower at one point, although they ended the day flat. Alphabet's shares were trading flat in pre-market trading on Friday. "Both Alphabet and Amazon delivered strong underlying business performance, driven by better-than-expected growth in cloud. But that hasn't been enough to distract markets from their ballooning capital investment plans," said Aarin Chiekrie, equity analyst, Hargreaves Lansdown. ### 相关股票 - [RELX PLC (REL.UK)](https://longbridge.com/zh-CN/quote/REL.UK.md) ## 相关资讯与研究 - [LexisNexis and Dentons Mark Successful Deployment of Lexis® Everyfile Across the Firmâs UK Legal Delivery Centre](https://longbridge.com/zh-CN/news/280439058.md) - [Baker Chad R Has $432,000 Stock Position in Relx Plc $RELX](https://longbridge.com/zh-CN/news/280744339.md) - [Smiths Group Confirms Total Voting Rights Amid Ongoing Share Buyback](https://longbridge.com/zh-CN/news/281369291.md) - [Barclays, Deutsche Bank, Morgan Stanley close placement of 4.2% of Cirsa for 12.75 eur/shr on behalf of Blackstone](https://longbridge.com/zh-CN/news/281309617.md) - [Innovative Solutions Expands Avionics and Power Management Portfolio](https://longbridge.com/zh-CN/news/281537103.md)