FT chart: Big Tech's surging CapEx is a rational bet, not reckless spending
luisdans · x · 2026-11-02
Sharing @DrCrossroads's take with an FT chart pushing back on the "Big Tech is spending recklessly" narrative: Alphabet, Meta, Microsoft and Amazon are ramping AI CapEx to seize an opportunity that could dramatically accelerate their businesses, not burning money blindly. The FT chart shows the four companies' combined free cash flow dipping under CapEx pressure around 2026, then rebounding sharply — consensus estimates point to over $600bn combined by 2030.
More from Venture
- Texas Mega-Project Pipeline Tops $500B, Led by $100B Stargate AI Hub — MatthewChang · 2026-11-02
- Anthropic eats a ~$2B ban loss to protect distillation-driven model moat — oran_ge · 2026-11-02
- Jim Cramer warns bears are trying to derail Anthropic's IPO — Polymarket · 2026-11-02
- Palantir Q3 preview: $2.25B revenue expected, 91% YoY growth, NDR at 159% — BrettKrieger12 · 2026-11-02
- Ando founder: startups stall from slow learning, stay solo pre-PMF — julianweisser · 2026-11-02
- PaperCode's 521k-follower founder sells 'paper code' — $2,098 total revenue — cneuralnetwork · 2026-11-02