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Skimming the internet so you don't have to

Developing2 outlets · over 3 hours

The AI Demand Bubble

Amazon, Google, and Microsoft plan roughly $595 billion in 2026 capital spending to chase AI demand. Amazon raised its forecast to $220 billion, Google to $195-205 billion, and Microsoft to about $175 billion, with all citing capacity shortages.

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The story so far2 updates, latest first.

Latest
The AI Demand Bubble
HHacker News·1 day ago
Cloud giants near $600B capex on AI demand
TThe Register·1 day ago

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