Reuters reported on October 30, 2025, about a new wave of investments in the AI race. Leading tech companies, including Alphabet (Google), Microsoft, and Meta Platforms, have announced plans to significantly increase capital expenditures (CapEx) in 2026. These funds will be allocated to building new data centers and procuring AI accelerators to support their AI ambitions. The report notes that while all three companies are ramping up spending, investors showed more confidence in Alphabet. Analysts attribute this to Googles strong cash flow, which allows the company to fund aggressive AI investments without raising concerns about its financial stability, unlike its competitors.
Tech Leaders Ramp Up AI Infrastructure Spending
