Yahoo Financeยท2025-11-01 18:00Core Insights - The artificial intelligence (AI) infrastructure buildout has transitioned from a theoretical concept to a tangible reality, with major tech companies collectively spending $100 billion per quarter on data centers, indicating a significant shift in capital allocation within the tech sector [2][3]. Company Summaries - Microsoft plans to nearly double its data center footprint over the next two years, while Alphabet has raised its 2025 capital expenditure guidance to between $91 billion and $93 billion. Meta has also increased its guidance to a range of $70 billion to $72 billion, with expectations of even larger spending in 2026 [3][4]. - Nvidia has reached a market capitalization of over $5 trillion and has visibility into more than $500 billion in revenue from its Blackwell and Rubin GPU orders through 2026, indicating strong demand for AI accelerators [5][6]. - Amazon Web Services reported a 20% growth in Q3, marking its fastest growth rate since 2022, as the demand for AI workloads continues to rise [7].