💻 ** Skyrocketing component prices push Big Tech capex to record $725 billion — Microsoft alone attributes $25 billion of AI budget to increased memory and chip costs **

Google, Amazon, Microsoft, and Meta plan to spend a combined $725 billion on capital expenditure in 2026, a 77% increase over last year's record $410 billion.

🔗 https://www.tomshardware.com/tech-industry/big-tech/microsoft-attributed-25-billion-of-its-record-ai-budget-to-memory-chip-costs

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