Development

Four companies forecast $650B of combined 2026 capex

development2026-02-06

Claim

Alphabet, Amazon, Meta and Microsoft forecast combined datacenter capex of $650 billion in 2026, with Amazon alone at $200 billion after AWS added 4 GW in 2025.

Reported metric: $650B

Reporting date: 2026-02-06 (not necessarily the event date)

Sources

Attribution and reporting linked by this record; links do not imply independent verification.

Welcome to February 6, 2026 (theinnermostloop.substack.com)

Knowledge graphopen in browser →

Reported in

Welcome to February 6, 2026

Actor

Evidence for

Supersedes

Google doubles capex to $185 billion

Referenced by

Welcome to February 6, 2026

Cite or correct this record

Citation formatCitation text

Four companies forecast $650B of combined 2026 capex
Innermost Loop KB — secondary record
Reporting date: 2026-02-06
KB permalink: https://nicholsn.github.io/innermost-loop-kb/developments/2026-02-06-650b-combined-capex
Claim: Alphabet, Amazon, Meta and Microsoft forecast combined datacenter capex of $650 billion in 2026, with Amazon alone at $200 billion after AWS added 4 GW in 2025.
Attributed sources:
- Welcome to February 6, 2026 — https://theinnermostloop.substack.com/p/welcome-to-february-6-2026
This citation does not imply independent verification of linked-source claims.

Suggest a correction — opens a GitHub draft for you to review and submit.