List of Flash News about AI capex 2026
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2026-01-02 19:31 |
Big Tech’s $440B AI Capex Plan for 2026: Trading Implications for NVDA, AMD and AI Crypto Tokens (RNDR, FET)
According to @StockMKTNewz, Amazon, Google, Meta and Microsoft collectively plan to invest $440 billion in AI in 2026 (source: @StockMKTNewz, Jan 2, 2026). Historically, hyperscaler AI build-outs have boosted GPU suppliers Nvidia and AMD as cloud demand from Microsoft, Amazon, Google and Meta powered Nvidia’s data-center growth in 2024 (source: Reuters, May 22, 2024). AI-linked cryptocurrencies such as RNDR, FET and GRT rallied after Nvidia’s February 2024 results, reflecting sensitivity of AI tokens to AI spending catalysts (source: Reuters, Feb 22, 2024). |