August 5, 2026TechnologyStocks·Neutral·capital expenditure
Microsoft, Alphabet, Amazon, and Meta combined capex surges 87% to $165 billion
Microsoft, Alphabet, Amazon, and Meta collectively spent $165 billion on capital expenditures in the last quarter, an 87% increase year-over-year, highlighting the massive scale of the AI infrastructure buildout.
Detected & updated continuously · Source: Nebula
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Microsoft, Alphabet, Amazon and Meta spent a combined $165 billion on capital expenditures last quarter, up 87% from a year earlier. The surge underscores the scale of the AI infrastructure buildout as tech valuations and market risk remain elevated.
@papichuloya
Makes sense, hyperscalers cant spend in perpetuity, u already see it in Microsoft earnings