Four horsemen of the AI-pocalypse line up capex bigger than Israel's GDP
> Four tech megacorps intend to collectively fork out roughly $635 billion this year on capex, much of it for datacenters and AI infrastructure – more than the entire output of Israel's economy and well beyond all global cloud infrastructure services revenue generated last year.
> The tech titans are all trying to outdo each other by spending eye-watering amounts on capex, the majority of which will go on AI and cloud expansion, but the big four – AWS, Microsoft, Google and Meta – are investing at a different scale.
> Amazon says it expects to spend $200 billion in 2026, with most of that headed to AWS. Google is aiming to pump $180 billion into building and equipping datacenters, while Meta expects capex in the range of $115 billion to $135 billion, and Microsoft is running at a pace that implies around $120 billion a year in spending.
> That adds up to $635 billion, more than the $610 billion that represented Israel's entire gross domestic product during 2025, and approaching that of Sweden at $662 billion, according to figures from the IMF.
https://www.theregister.com/2026/02/06/ai_capex_plans/ #AI #artificialintelligence #capex #Amazon #Google #Meta #Microsoft
