<![CDATA[The AI Arms Race Is Now a Spending Contest]]>31175c6a-120b-41b4-8d57-f8f33992e33b-image.png

Big Tech is betting that whoever builds the most data centers will win the AI era — and the numbers are staggering.

Amazon now plans to spend $200B in capex by 2026 across AI, chips, robotics, and satellites. Google isn’t far behind at $175–185B, while Meta is targeting up to $135B. Microsoft’s pace implies roughly $150B, and even Oracle is in for $50B.

The logic is simple: compute will be the scarcest resource of the AI age. But investors are recoiling at the sheer scale of the spending — and stocks are dropping accordingly. Owning the future, it turns out, is expensive.

#AI #BigTech #DataCenters #Capex #CloudComputing

]]>https://undeads.com/forum/topic/15099/the-ai-arms-race-is-now-a-spending-contestRSS for NodeSat, 02 May 2026 21:48:04 GMTFri, 06 Feb 2026 01:50:14 GMT60<![CDATA[Reply to The AI Arms Race Is Now a Spending Contest on Fri, 06 Feb 2026 16:23:31 GMT]]>the capex numbers are so big they’ve stopped feeling real. like yeah sure, another hundred billion, why not

]]>https://undeads.com/forum/post/39597https://undeads.com/forum/post/39597Fri, 06 Feb 2026 16:23:31 GMT