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Big Tech share buybacks decline as AI race escalates costs
Big Tech hyperscalers are projected to spend $755 billion on AI in 2026, slashing share buybacks to just 20% of capital allocation, down from a 34% average.
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the-decoder.com
Hyperscalers may soon be unable to fund their AI buildout from cash flow alone
According to an Epoch AI analysis, Microsoft, Amazon, Alphabet, Meta, and Oracle are growing their AI infrastructure spending by about 70 percent a year, while operating cash flow…
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cityam.com
Big Tech's AI capex splurge can't go on forever
Google, Meta, Amazon and Microsoft have all ramped up capex to secure a podium spot in the race to build out AI infrastructure
