Krux
February 10, 2026
Big Tech to Drop $650B on AI in 2026
Published: February 10, 2026 at 12:45 AM
Updated: February 10, 2026 at 12:45 AM
100-word summary
Google, Amazon, Meta, and Microsoft are set to blow roughly $650 billion in 2026 on AI infrastructure and data centers—a massive jump from 2025. Amazon leads at $200B (up from $132B), Google's spending $175-185B (from $91B), Meta's at $115-135B, and Microsoft's projected around $150B. Amazon's cash is also hitting chips, robotics, and satellites. This could cement these giants' AI dominance while smaller players struggle to keep pace with the infrastructure arms race.
What happened
Google, Amazon, Meta, and Microsoft are set to blow roughly $650 billion in 2026 on AI infrastructure and data centers—a massive jump from 2025. Amazon leads at $200B (up from $132B), Google's spending $175-185B (from $91B), Meta's at $115-135B, and Microsoft's projected around $150B. Amazon's cash is also hitting chips, robotics, and satellites.
Why it matters
This could cement these giants' AI dominance while smaller players struggle to keep pace with the infrastructure arms race.