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The $690 Billion Capex Arms Race
Five tech giants are deploying nearly $700 billion in a single year to build computing infrastructure — more than the GDP of most countries. This episode examines the capital deployment driving the AI buildout and its downstream effects on utilities, construction, and materials.
Key topics covered:
Related keywords: hyperscaler capex, AI infrastructure spending, Amazon AWS data centers, Meta Compute, Microsoft Azure expansion, tech capital expenditure 2026
Brought to you by Spring Street Management Group.
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By Spring Street Management GroupFive tech giants are deploying nearly $700 billion in a single year to build computing infrastructure — more than the GDP of most countries. This episode examines the capital deployment driving the AI buildout and its downstream effects on utilities, construction, and materials.
Key topics covered:
Related keywords: hyperscaler capex, AI infrastructure spending, Amazon AWS data centers, Meta Compute, Microsoft Azure expansion, tech capital expenditure 2026
Brought to you by Spring Street Management Group.
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