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tech spending

2 articles
The Motley FoolThe Motley Fool··Motley Fool Staff

Tech Giants' $400B AI Spending Spree Creates Winners and Losers

Tech giants spend $400B on AI infrastructure, creating winners with strong balance sheets and losers burdened by debt in this capital-intensive race.
KDMETAMSFTAMZNGOOG+6data centersinfrastructure investment
The Motley FoolThe Motley Fool··Adam Levy

Tech Giants to Invest $700B in AI Infrastructure as Chip Demand Surges

Tech giants plan $700B AI infrastructure investment in 2026, with two-thirds funding GPUs and CPUs. TSMC positioned for major revenue gains from surging chip demand.
NVDAMETAMSFTAMZNGOOG+5hyperscalersdata centers