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ft.com

Big Tech groups launch global borrowing spree to fund AI expansion

US tech giants including Alphabet and Amazon are tapping foreign debt market at an unprecedented rate

venerdì 15 maggio 2026 New tab

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Big Tech groups race to fund unprecedented $660bn AI spending spree

Executives face choice between cutting returns to shareholders, raiding reserves or tapping the markets

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Big Tech’s $725bn AI spending spree sends free cash flow to a decade low

Silicon Valley giants have transformed from asset-light cash machines to huge infrastructure investors

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Big Tech tests investors’ patience with $80bn AI investment spree

Alphabet, Meta and Microsoft divide the market over whether they can translate huge capital expenditure into income

ft.com·8 mesi fa
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Big tech’s big gamble

How much AI is the market willing to finance?

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The relentless march of the omniscalers

Tech giants such as Alphabet, Amazon, Alibaba and Huawei are commanding enormous global resources

ft.com·3 mesi fa
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Big Tech’s AI spend is still a shot in the dark

Stellar results from Alphabet, Microsoft and Meta cannot yet be attributed to the technology’s usefulness

ft.com·11 mesi fa