Amazon, Google, Microsoft, Meta and Oracle are pouring record capital into artificial‑intelligence infrastructure, data‑center expansion and related technologies. Amazon’s projected spend tops the list, followed closely by Google, while Microsoft, Meta and Oracle trail behind. Investors are uneasy about the size of the commitments, noting sharp stock declines for firms with the highest projected outlays. The clash between massive AI‑related capex and market comfort highlights a tension that could shape the industry’s future as companies race to secure compute resources. Leia mais →

Microsoft reported strong quarterly results, posting $81.3 billion in revenue and $38.3 billion in net income while highlighting record cloud revenue of over $50 billion. CEO Satya Nadella emphasized that the company’s massive capital expenditures—$88.2 billion last year and $72.4 billion so far this year—are aimed at expanding AI services across Azure, Microsoft 365, and partner labs. He pointed to rapid growth in Copilot products, noting a near‑three‑fold increase in daily consumer users, 4.7 million paid GitHub Copilot subscribers, and 15 million paid seats for Microsoft 365 Copilot. Nadella insisted the AI demand far exceeds data‑center capacity, underscoring confidence that the spending will translate into broader adoption and future profit. Leia mais →

Meta CEO Mark Zuckerberg told investors that the company will begin shipping new AI models and products within months, with a focus on agentic shopping tools that leverage personal context. The rollout follows a 2025 rebuild of Meta's AI program and the recent acquisition of Manus, a general‑purpose agent developer. Meta also revealed a sizable increase in capital spending for 2026 to support its Superintelligence Labs and broader infrastructure, underscoring the firm’s commitment to AI‑driven commerce and personal superintelligence. Leia mais →

Microsoft reported a $7.6 billion increase in net income tied to its partnership with OpenAI, reflecting the AI lab’s rapid revenue growth and a 20% revenue‑share agreement. The relationship also includes a $250 billion Azure services commitment from OpenAI, which now counts for roughly half of Microsoft’s commercial performance obligations. Additional AI investments, such as a $5 billion stake in Anthropic, and $37.5 billion in capital spending for GPUs and CPUs, underscore Microsoft’s aggressive push to dominate the cloud‑based AI market. Leia mais →

Big‑tech firms such as Amazon, Google, Microsoft and Meta are pouring record capital into artificial‑intelligence initiatives, promising ever‑larger budgets. Meanwhile, AI‑focused companies like OpenAI are generating impressive revenue while simultaneously burning through billions in expenses. Investors are questioning whether the surge of spending will translate into solid returns, citing capacity constraints, high compute costs and the risk of a bubble. Executives acknowledge both the hype and the financial challenges, leaving the market to watch closely for signs of sustainable growth versus speculative over‑investment. Leia mais →