Nvidia CEO Jensen Huang states that the tech industry's $660 billion AI infrastructure spending is sustainable, driven by sky-high demand and strong ROI.

Amazon, Microsoft, Meta, and Google forecast $650B in AI capital spending for 2026. Unprecedented investment drives data center construction boom.

Stifel downgrades Microsoft to Hold, citing aggressive AI spending projected at $200 billion and Azure cloud capacity challenges that may pressure margins and earnings.

Google's Gemini 3 AI model surpasses 750 million monthly active users while Alphabet announces up to $185 billion in capital expenditures for 2026 to expand AI capabilities.

Amazon reveals unprecedented $200 billion capital expenditure plan for 2026, primarily targeting AI infrastructure and data centers, marking a 50% increase from 2025.

The apparent collapse of the widely reported $100 billion investment deal between Nvidia and OpenAI has sent shockwaves through the AI industry, with Nvidia CEO Jensen Huang clarifying the arrangement was never finalized. The development raises critical questions about circular funding models in AI and who will ultimately bear the costs of massive AI infrastructure expansion.

Pinterest terminated two engineers for creating software to identify laid-off colleagues, highlighting tensions as the company cuts 15% of staff to invest in AI.

OpenAI races toward Q4 2026 IPO at $830B valuation despite burning billions annually and not expecting profit until 2030.

Microsoft stock plunges 10% as Azure cloud growth decelerates while capital expenditures surge 66% to $37.5B, raising AI investment concerns.

Meta stock surges after revealing plans to spend $115-135B on AI infrastructure in 2026, nearly doubling 2025 investment amid strong revenue growth.

Amazon and OpenAI CEOs engage in direct talks for potential $50B investment, part of $100B funding round, marking major AI partnership expansion.

Tesla discloses $2B investment in xAI's Series E funding round, aiming to enhance AI product deployment into the physical world and develop Optimus robots at scale.

Microsoft reports $7.6B net income increase from OpenAI investment as the AI lab experiences unprecedented revenue growth, with total quarterly revenue reaching $81.3B.

Cisco Systems CEO Chuck Robbins warns the AI boom will be bigger than the internet, but the current market is likely a bubble with significant casualties.

SoftBank Group is in discussions to invest $30 billion in OpenAI as part of a funding round that could raise up to $100 billion and value the company at $830 billion.

Microsoft, Amazon, Alphabet, and Meta are projected to spend $475 billion on AI infrastructure in 2026, double the 2024 figure. Investors are demanding evidence that massive AI investments will generate measurable returns in upcoming earnings reports.

Research from MRB Partners reveals that consumer spending, not AI investment, was the primary driver of US GDP growth in 2025. AI's actual contribution was only 20-25% when adjusted for imports, contradicting popular narratives.

Gartner forecasts $2.52 trillion AI spending in 2026, but only 12% of CEOs report both cost and revenue benefits, signaling ROI measurement challenges.

Dell Technologies CEO Michael Dell has announced significant investments for 2026 in AI-enabled PCs, high-performance storage, and the Dell AI Factory, with the company projecting $25 billion in AI server shipments.

Microsoft's pledge to invest $7.5 billion in Canadian AI infrastructure has ignited a debate over digital sovereignty and the implications of the U.S. CLOUD Act.