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Every big tech company's AI spending commitment for 2026, with amount, what it's for and source
tinyfish-big-techs-ai-spending-commitments-for-2026.csv34 rows
| Company | Amount (USD billions) | What it's for | Source | Announced |
|---|---|---|---|---|
| Alphabet (Google) | 205 | 2026 capex guidance raised to $195–205B (from $180–190B) for AI infrastructure: servers (~60%), data centres and networking | https://w.media/ai-infrastructure-demand-pushes-alphabets-2026-capex-guidance-to-us-205-billion/ | 2026-07-22 |
| Alphabet (Google) | 40 | Investment of up to $40B in Anthropic, expanding the AI partnership and compute supply | https://www.cnbc.com/2026/04/24/google-to-invest-up-to-40-billion-in-anthropic-as-search-giant-spreads-its-ai-bets.html | 2026-04-24 |
| Amazon | 220 | 2026 cash capex raised to about $220B (from ~$200B), mostly AWS AI data centres, chips and capacity; higher memory costs cited | https://fortune.com/2026/07/30/andy-jassy-amazon-capex-demand-aws-pga-tour/ | 2026-07-30 |
| Amazon | 50 | $50B investment in OpenAI ($15B upfront, $35B on conditions) in a multi-year partnership; OpenAI to use ~2 GW of Trainium via AWS | https://www.aboutamazon.com/news/aws/amazon-open-ai-strategic-partnership-investment | 2026-02-27 |
| Amazon | 25 | Investment of up to $25B in Anthropic ($5B now, up to $20B later) as part of an expanded AI infrastructure deal | https://www.cnbc.com/2026/04/20/amazon-invest-up-to-25-billion-in-anthropic-part-of-ai-infrastructure.html | 2026-04-20 |
| Microsoft | 175 | Calendar 2026 capex of about $175B (was ~$190B before an accounting change to data-centre useful life and leases; underlying plans unchanged) for AI data centres, GPUs and Azure capacity | https://www.cfodive.com/news/microsoft-holds-line-ai-spending-plans/ | 2026-07-29 |
| Meta | 145 | 2026 capex outlook (incl. finance-lease principal) narrowed to $130–145B, mostly AI data centres, servers and compute for superintelligence work | https://s21.q4cdn.com/399680738/files/doc_financials/2026/q2/Meta-06-30-2026-Exhibit-99-1-FINAL.pdf | 2026-07-29 |
| Meta | 50 | Hyperion AI data centre supercluster in Richland Parish, Louisiana, scaling to 5 GW | https://www.cnbc.com/2026/07/13/meta-louisiana-data-center-investment-reaches-50-billion-amid-ai-push.html | 2026-07-13 |
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