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Morning Edition · Saturday, August 8, 2026Published at 2:26 AM EDT · New York
Hyperscaler AI Capital Spending Is Tracking Toward Roughly $775 Billion This Year
Analyst estimates put Amazon near $200 billion and Alphabet at $175 billion to $185 billion, with power availability now the binding constraint in the largest data center markets.
The AI data center build is now large enough that its financing assumptions, rather than chip supply, set the pace. Sell-side and independent trackers put combined 2026 capital expenditure for Amazon, Alphabet, Microsoft, Meta, and Oracle i…
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