Big Tech 2026 AI Capex Forecasts Skyrocket to $732.5 Billion
Beth_Kindig · x · 2026-08-11
AI capital expenditure forecasts have been revised significantly higher since late 2024.
- Sept 2024: The 2026 forecast sat at $28.4 billion.
- Nov 2025: The estimate moved to $52.7 billion.
- Current: Big Tech has guided for $732.5 billion in capex for 2026, a 158% increase from the initial Sept 2024 estimate.
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