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Big Tech to Spend $650B This Year as AI Race Intensifies

Four of the biggest US tech companies have forecast capital expenditures that will reach about $650 billion in 2026 for new data centers and gear, underscoring just how quickly the AI race is accelerating. Lei Qiu, AllianceBernstein CIO of Thematic Innovation Equities, joins Caroline Hyde and Ed Ludlow to discuss what this wave of investment…

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Four of the biggest US tech companies have forecast capital expenditures that will reach about $650 billion in 2026 for new data centers and gear, underscoring just how quickly the AI race is accelerating. Lei Qiu, AllianceBernstein CIO of Thematic Innovation Equities, joins Caroline Hyde and Ed Ludlow to discuss what this wave of investment means for markets and disruption across industries on “Bloomberg Tech.”
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3 Comments

3 Comments

  1. @jtcintl4373

    February 6, 2026 at 10:01 pm

    Thank you, Ms. Qiu!!! 👏👍

    Reply

  2. @genxchas

    February 7, 2026 at 12:17 am

    She’s absolutely right ✅️ on point especially the last 5 min

    Reply

  3. @Daniel-p1x1t

    February 7, 2026 at 7:33 am

    That’s a steep price of $650b for “hope” that we are building a road to somewhere, hmm?!?

    Reply

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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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Big tech is spending hundreds of billions on AI. Is it money well spent?

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