Microsoft · Amazon · Meta · Goldman Sachs · Crypto Briefing
Big Tech set to spend $735 billion on AI data centers in 2026
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Amazon, Alphabet, Microsoft, and Meta are pouring unprecedented capital into AI infrastructure, reshaping energy markets and creating ripple effects across multiple industries.
Key facts
- Alphabet isn’t far behind, targeting between $175 billion and $205 billion
- The four largest hyperscalers are on track to collectively spend roughly $735 billion on AI data center infrastructure in 2026 alone
- Over $130 billion worth of AI data center projects were blocked or delayed in the first quarter of 2026 due to community opposition
- Cumulatively, the top four hyperscalers will have spent north of $1 trillion since 2023 on this buildout
Summary
The four largest hyperscalers are on track to collectively spend roughly $735 billion on AI data center infrastructure in 2026 alone. Goldman Sachs estimates global capital expenditure on AI infrastructure could approach $1 trillion this year. Amazon leads the pack with plans to deploy around $200 billion in capital spending. Cumulatively, the top four hyperscalers will have spent north of $1 trillion since 2023 on this buildout.