Google's parent company ranking second among U.S. companies by market cap, ahead of Apple.
“Meta and Microsoft are both approaching 55% of revenue going to capex in 2026. In 2015, Meta was spending around 10%... The four biggest tech companies, Meta, Microsoft, Alphabet, and Amazon, are planning a combined $700 billion in capital expenditure in 2026 alone.”
“Five companies — Alphabet, Amazon, Meta, Microsoft, and Oracle — have already raised $255.34 billion in 2026, more than double what was raised in all of 2025. By year-end, they plan to spend $750 billion on AI data centers.”
Source→“Sundar Pichai said the risk of under-investing is significantly greater than the risk of over-investing.”
AI-extracted from podcast / newsletter / paper summaries. May contain errors.