The artificial intelligence boom has become something larger than a technology cycle. It has evolved into a capital spending race where every major cloud provider feels compelled to build faster than its rivals.
Amazon (AMZN), Microsoft (MSFT), Alphabet (GOOG) (GOOGL), and Meta Platforms (META) are collectively on pace to spend roughly $757 billion on capital expenditures in 2026, according to Goldman Sachs Group (GS), with much of that directed toward AI infrastructure. That spending has fueled explosive growth for chipmakers like Nvidia (NVDA), but cracks are beginning to appear.
Broadcom's Largest AI Customer Is Fleeing to MediaTek. AVGO Stock Is Still a Buy.
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Amazon (AMZN), Microsoft (MSFT), Alphabet (GOOG) (GOOGL), and Meta Platforms (META) are collectively on pace to spend roughly $757 billion on capital expenditures in 2026, according to Goldman Sachs Group (GS), with much of that directed toward AI infrastructure. That spending has fueled explosive growth for chipmakers like Nvidia (NVDA), but cracks are beginning to appear.
Broadcom's Largest AI Customer Is Fleeing to MediaTek. AVGO Stock Is Still a Buy.
Nasdaq Futures Plunge as Samsung Sparks Chip Selloff
Mark Cuban Asks What If You Didn't Need Health Insurance — And Hospitals Just Treated You, Then Took 10% of Your Pay?
4 months ago
