AI spending surge puts tech giants’ cash flow under scrutiny

T2Covered by 1 source · first reported by DigiTimes (headlines) at 03 Nov, 02:01 UTC

Amazon, Microsoft, Google, and Meta are expected to spend more than US$720 billion on capital expenditures in 2026 to build out AI infrastructure, nearly three times the level of two years ago. Investors are watching closely to see when the spending will begin generating returns.