Big Tech's AI spending surge
CNBC Television·2026-02-05 17:59
Big tech now pouring more capital than ever into AI. Alphabet, Microsoft, Meta, Amazon expected to spend a combined $600 billion in capex. That's this year alone.Our dear DOSA has more on that in today's tech. Morning De. >> Hey, good morning Carl.So, it is just simply difficult to get across how big a step up that number is, but this chart does get at it. Capex between these four companies was at less than 150 billion in 2023. So that is a more than four-fold increase in roughly 3 years.What it tells us is ...