The $650 Billion Milestone:
(HedgeCo.Net) Bridgewater’s proprietary research indicates that the four primary hyperscalers—Alphabet, Amazon, Meta, and Microsoft—are on track to spend a combined $650 billion on AI infrastructure in 2026. This is a monumental shift from the $410 billion spent in 2025.
To fund this, these tech titans have collectively cut share buybacks to their lowest levels since 2019. For the first time, the “Self-Funding Era” of AI is over. These firms are now increasingly...
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