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Re: General AI discussion
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Nvidia CEO Jensen Huang estimated that between $3 trillion and $4 trillion will be spent on AI infrastructure by the end of the decade
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“Capital expenditures” are usually a pretty dry metric, referring to a company’s spending on physical assets. But as tech companies lined up to report their capex plans for 2026, the rush of data center spending made the figures a lot more interesting — and a lot bigger.
Amazon was the capex leader, projecting $200 billion in 2026 spending (up from $131 billion in 2025), while Google was a close second with an estimate between $175 billion and $185 billion (up from $91 billion in 2025). Meta estimated $115 billion to $135 billion (up from $71 billion the previous year), although that figure is a little deceptive because a lot of the data center projects have been kept off their books entirely. All told, hyperscalers are planning to spend nearly $700 billion on data center projects in 2026 alone.
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https://techcrunch.com/2026/02/28/bi...t-google-meta/
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