S&P Global: Big Tech to spend over $7 trillion on data centers and AI capex by 2030
Beth_Kindig · x · 2026-10-26
S&P Global projects that Amazon, Microsoft, Alphabet, Oracle, Meta, and SpaceX will cumulatively spend more than $7 trillion on data centers and AI-related capex between 2025 and 2030.
The figure underscores the unprecedented scale of the ongoing AI infrastructure arms race among hyperscalers.
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