Big Tech AI Infrastructure Investment

Covers massive capital expenditure commitments by major technology companies (Amazon, Microsoft, Alphabet, Meta) for AI infrastructure buildout including data centers, custom chips, and strategic investments in AI labs.

Hyperscaler AI Capex: The $750 Billion Infrastructure Boom

Amazon, Microsoft, Alphabet, and Meta plan record spending as AI capacity expands, with Apple taking a divergent path.

By KAPUALabs

/ 31 Jul 2026

The Great AI Capex Shift: When ‘Magnificent Seven’ Becomes ‘Magnificent Three’

How $770 billion in infrastructure spending is fragmenting the mega-cap narrative and testing the utility of AI investments.

By KAPUALabs

/ 30 Jun 2026