AI News
Thursday, April 30, 2026
Dashveenjit Kaur
Big Tech just proved AI infrastructure spending works. Then it raised the bill anyway
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Every cloud beat.
Every capex forecast rose.
That is the two-sentence summary of the biggest earnings day of 2026, and it tells you almost everything you need to know about where Big Tech’s AI infrastructure spending actually stands right now.
Microsoft, Alphabet, Meta, and Amazon collectively co...
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