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AI Investment

3 stories related to this topic, newest first.

Big Tech's Q1 Capex Tops $130 Billion, with $700 Billion AI Projection for 2026Fortune
finance5 days ago

Big Tech's Q1 Capex Tops $130 Billion, with $700 Billion AI Projection for 2026

Alphabet, Amazon, Meta, and Microsoft disclosed combined first-quarter capital expenditures exceeding $130 billion, driven by AI infrastructure. The companies project over $700 billion in AI spending for 2026, up from $410 billion in 2025. Stock reactions varied, with Meta and Mi…

Fortune
MA
The New York Times
BBC News
Semafor
+1
6 sources
Data Reveals 164% Valuation Surge for Top Private Fintechs vs. 2% for Public Peers Over Past Yearbloombergquint.com
finance8 days agoDeveloping

Data Reveals 164% Valuation Surge for Top Private Fintechs vs. 2% for Public Peers Over Past Year

Valuations for top private fintech companies have surged dramatically over the past 12 months, far outpacing their public counterparts, according to market data. Companies like Stripe and Ramp have achieved high valuations amid rapid growth and AI narratives. Public fintechs, how…

FO
1 source
Tech Companies' Capital Expenditure Reached Over $400 Billion in 2025, Set to Increase 75% in 2026finance.yahoo.com
finance10 days agoDeveloping

Tech Companies' Capital Expenditure Reached Over $400 Billion in 2025, Set to Increase 75% in 2026

Capital expenditure by the largest tech companies exceeded $400 billion in 2025, driven by investments in data centers. This spending is projected to rise by 75% in 2026. Additionally, global spending on AI now surpasses investment in oil and natural gas production.

IE
1 source