Big Tech Capex Surge: Quarterly Bills to Exceed $10B Amidst AI Infrastructure Boom
Beth_Kindig · x · 2026-08-11
Analysis indicates that the capex intensity of Microsoft, Meta, Google, and Amazon is surging in the second half of the year. 2H spending is expected to be $27B to $39B higher than 1H, adding more than $10B to quarterly capex bills, reflecting continued massive investment in AI infrastructure.
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