Microsoft, Meta, Amazon, and Alphabet posted strong earnings and guidance, but their combined CapEx is now expected to exceed $700B, well above 2026 projections already surpassed. The article highlights rising concerns about ROI and sustainability of hyperscaler spending, especially tied to AI infrastructure. The takeaway is positive on near-term execution but increasingly cautious on capital intensity and returns.
Microsoft, Meta, Amazon, and Alphabet posted strong earnings and guidance, but their combined CapEx is now expected to exceed $700B, well above 2026 projections already surpassed. The article highlights rising concerns about ROI and sustainability of hyperscaler spending, especially tied to AI infrastructure. The takeaway is positive on near-term execution but increasingly cautious on capital intensity and returns.
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