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#ai infrastructure
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Tech
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big tech
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The $650 Billion Bet: How Amazon, Google, Meta, and Microsoft Are Reshaping the Global Economy With Their 2026 AI Spending
Amazon, Alphabet, Meta, and Microsoft are collectively on track to spend $650 billion on AI infrastructure in 2026 — a 67% jump from 2025 and a level of corporate capital expenditure without parallel this century, as all four race to lock in compute, customers, and capability before the AI market consolidates.
AI
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cisco
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Cisco Posts Record Revenue as AI Infrastructure Orders Reach $5.3 Billion, Raises Full-Year Forecast to $9 Billion
Cisco posted record Q3 revenue of $15.84 billion and raised its full-year AI order forecast to $9 billion as AI infrastructure demand accelerates — though it is simultaneously cutting nearly 4,000 jobs.