📅 Oct 31, 2026
Alphabet, Meta, Microsoft, Amazon and Oracle have locked in more than $3 trillion in future AI spending, per a Bloomberg tally of their filings.
LexxWire
Google's parent nearly octupled its commitments in a year, then lost about $500 billion in market value in a single session after its spending surge.
LexxWire
Nearly half of Meta's total is tied to data-center leases that have not started yet, some running as long as 30 years.
LexxWire
About $1.3 trillion sits in future leases and $1.9 trillion in purchase and construction orders, all pulled from the companies' own filings.
LexxWire
The Nasdaq fell 2.9% on Friday as investors weighed whether the spending will pay off. Gartner warns much of it may never pay off.
LexxWire
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