# Big Tech's 2026 capital spending plans reach $725 billion — QANATONE > Google, Amazon, Microsoft and Meta plan $725 billion in capex this year, up 77%. The market priced it two ways. Kaynak: https://www.qanatone.com/en/haber/buyuk-teknoloji-725-milyar-dolar-harcama/ --- [News](https://www.qanatone.com/en/haber/) # Big Tech's 2026 capital spending plans reach $725 billion 31 Jul 2026 1 min read News · Infrastructure Google, Amazon, Microsoft and Meta plan $725 billion in capex this year, up 77%. The market priced it two ways. ## Who spends what Alphabet raised its 2026 capex outlook to as much as $205 billion, Amazon plans $200 billion and Meta $130 billion to $145 billion. The four companies spent $410 billion in 2025, and analysts expect the total to pass $1 trillion in 2027, almost all of it on GPU clusters, custom silicon and data centers. ## Market reaction In the week of July 26-31, Microsoft rose 18% and Amazon 10%, while Alphabet fell as much as 4% after its July 22 report and Meta dropped nearly 10%. ## More articles [Data · Advertising ### Google Ads costs in 2026: what each industry pays 28 Jul 2026 · 3 min](https://www.qanatone.com/en/haber/google-ads-maliyetleri-2026/)[News · Models ### Moonshot AI opens the weights of 2.8T-parameter Kimi K3 26 Jul 2026 · 1 min](https://www.qanatone.com/en/haber/kimi-k3-acik-agirlik/)[Data · Search & AI ### Do AI-referred visitors convert better? 25 Jul 2026 · 4 min](https://www.qanatone.com/en/haber/yapay-zekadan-gelen-ziyaretci-donusuyor-mu/)[News · Models ### Claude Opus 5 launches with 1M tokens of context, same price 24 Jul 2026 · 1 min](https://www.qanatone.com/en/haber/claude-opus-5/)[Data · Conversion ### Landing page conversion rates: the real numbers by industry 19 Jul 2026 · 3 min](https://www.qanatone.com/en/haber/donusum-oranlari-sektor-sektor/)[Sector · Health tourism ### In health tourism the story is revenue per patient, not patient count 12 Jul 2026 · 4 min](https://www.qanatone.com/en/haber/saglik-turizmi-hasta-basina-gelir/)[News · Policy ### Altman and Amodei brief the UN Security Council 23 Sep 2026 · 1 min](https://www.qanatone.com/en/haber/bm-guvenlik-konseyi-yapay-zeka/)[News · Policy ### Stock steering from an X account: 11 detained 22 Sep 2026 · 1 min](https://www.qanatone.com/en/haber/aztek-x-hesabi-manipulasyon/)