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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@jtcintl4373
February 6, 2026 at 10:01 pm
Thank you, Ms. Qiu!!! 👏👍
@genxchas
February 7, 2026 at 12:17 am
She’s absolutely right ✅️ on point especially the last 5 min
@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?!?