Big Tech’s $725bn AI spending spree sends free cash flow to a decade low
Silicon Valley giants have transformed from asset-light cash machines to huge infrastructure investors
The New York Times AI·
The widening movement is pulling in people from all walks of life, united by a worry that Big Tech will cash in while average Americans bear the costs.
Read full articleSilicon Valley giants have transformed from asset-light cash machines to huge infrastructure investors
Earnings hint at growth trajectory despite increases in capital spending
As Big Tech pours unprecedented resources into scaling large language models, critics argue that transformer-based systems face fundamental limitations.
Every cloud beat. Every capex forecast rose. That is the two-sentence summary of the biggest earnings day of 2026, and it tells you almost everything you need to know about where Big Tech’s AI infrastructure spending actually stands right now. Microsoft, Alphabet, Meta, and Amazon collectively committed somewhere between US$630 billion and US$650 billion in […] The post Big Tech just proved AI infrastructure spending works. Then it raised the bill anyway appeared first on AI News.
Meta stock drops on capex increase while Alphabet’s cloud business grows faster than rivals Amazon and Microsoft
Meta, Alphabet and peers are growing smartly, but their value hinges on hard-to-answer questions about AI supremacy
CIO Warren Lenard describes how Indiana has made Microsoft Copilot available for any state employee who wants it, and a key part of the program is training. That training also extends to cabinet-level secretaries.
Investors to scrutinise AI spending plans from companies that represent almost one-fifth of the S&P 500’s market cap