Microsoft · Google · Meta · Gemini · Mark Zuckerberg · Copilot · Fortune Technology
Microsoft, Meta, and Google just shipped billions more in AI spending
Compiled by KHAO Editorial — aggregated from 2 sources. See llms.txt for citation guidance.
◎ Multiple-sources
Alphabet, Meta Platforms, and Microsoft broke the news to investors that they’ll be spending billions more on the AI race.
Key facts
- Over at Meta Platforms, which also announced results on Wednesday, CEO Mark Zuckerberg told investors the company plans to increase its capex spending to $125 billion to $145 billion, up
- Alphabet raised its full year 2026 capex spending guidance to $180 billion to $190 billion, up from $175 billion to $185 billion
- We are seeing strong deal momentum, doubling the number of $100 million to $1 billion deals year-on-year and signing multiple $1 billion-plus deals,” Pichai said during the company’s call
- Cloud revenues at Alphabet were $20 billion in the first quarter, while Amazon’s AWS reported $37.6 billion on Wednesday
Summary
Meta’s stock dropped more than 6% after hours, while Microsoft was flat. Investors have been on tenterhooks about capital expenditures among the big tech firms, with recent estimates showing combined capex related to AI will exceed $600 billion in 2026 alone. At Alphabet, the clear differentiator came from Google’s Cloud growth. “The investments we’re making in AI are delivering strong growth as evidenced by the record revenue and backlog growth in Google Cloud and strong performance in Google Services,” Ashkenazi said.