Big Tech’s AI payback might be coming into view

Company reports earnings on Wednesday and its spat with Donald Trump is sure to come up

As Big Tech pours unprecedented resources into scaling large language models, critics argue that transformer-based systems face fundamental limitations.

Every cloud beat. Every capex forecast rose. That is the two-sentence summary of the biggest earnings day of 2026, and it tells you almost everything you need to know about where Big Tech’s AI infrastructure spending actually stands right now. Microsoft, Alphabet, Meta, and Amazon collectively committed somewhere between US$630 billion and US$650 billion in […] The post Big Tech just proved AI infrastructure spending works. Then it raised the bill anyway appeared first on AI News.

Meta stock drops on capex increase while Alphabet’s cloud business grows faster than rivals Amazon and Microsoft

The e-commerce giant is making more money than expected from AWS but it's also spending a lot, and will continue to do so in the near term, its chief executive said.

Meta, Alphabet and peers are growing smartly, but their value hinges on hard-to-answer questions about AI supremacy

Investors to scrutinise AI spending plans from companies that represent almost one-fifth of the S&P 500’s market cap

In “Prophecy,” Carissa Véliz explores how generative A.I. relies on prediction, enriching Big Tech while making the rest of us less safe.