Report

Five tech companies' data-center spending commitments exceed $3 trillion

Alphabet, Meta, Microsoft, Amazon and Oracle's commitments cover leases, buildings, energy and equipment, with some pledges decades away.

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AI hyperscalers are expected to finish the year spending a whopping $828 billion on capex

TLDR

Bloomberg reports that Alphabet, Meta, Microsoft, Amazon and Oracle have disclosed more than $3 trillion in data-center spending commitments, spanning near-term spending and pledges decades away. In a separate tally that includes SpaceX instead of Oracle, Business Insider projects $803 billion to $828 billion in 2026 capital spending. That projection covers all capital spending, not just AI.

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