Big Tech AI Capex to Exceed $730 Billion This Year
VraserX · x · 2026-08-28
Big Tech AI capital expenditure is on track to exceed $730 billion this year. This signals that the industry is well past the stage of companies merely experimenting with AI, and is now engaging in infrastructure spending on the scale of a new industrial era. However, it also raises the question of whether this constitutes a historic bubble, with the possibility that both perspectives are true.
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