The Seven Hundred Billion Dollar Question: Big Tech's 2026 AI Capex Sprint and the ROI Reckoning
Meta, Microsoft, Amazon, and Alphabet are on track to spend more than seven hundred billion dollars on AI infrastructure this year alone, with combined capital expenditure up roughly seventy seven percent year over year and projections topping one trillion dollars next year. Chris and Laura dig into who is spending what, why investors flinched at Amazon's two hundred billion dollar plan, and whether the monetization evidence justifies the largest corporate infrastructure buildout in modern history.
Hosted by Chris and Laura.
The DX Today Podcast brings you daily deep dives into the most consequential stories in the AI ecosystem.
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