Tech-Giants Show their Blueprint for AI

1

$Amazon.com(AMZN)$, $Microsoft(MSFT)$, $Alphabet(GOOGL)$ and $Meta Platforms, Inc.(META)$

just updated guidance and now plan to spend a combined ~$710B on CapEx this year to build the AI economy:

• Amazon ~$200B

• Microsoft ~$190B

• Google ~$185B

• Meta ~$135B

2

Mark Zuckerberg just said

$Meta Platforms, Inc.(META)$ is rolling out over 1 GW of custom AI silicon developed with $Broadcom(AVGO)$.

Meta is also adding significant $Advanced Micro Devices(AMD)$ chip capacity alongside new $NVIDIA(NVDA)$ systems showing the AI buildout is becoming more multi-chip and cost-optimized.

3

$Alphabet(GOOGL)$ Cloud backlog has entered god mode.

Backlog nearly tripled in less than a year to $243B while the CEO said cloud revenue would have been higher with more compute.

Connect the dots.

$Alphabet(GOOGL)$ raised the midpoint of its 2026 CapEx guidance to $185B (up from $180B).

Alphabet also said 2027 CapEx will increase significantly from 2026 as the AI infrastructure buildout continues.

$Alphabet(GOOGL)$ Cloud is showing major enterprise AI momentum with $100M-$1B cloud deals doubling YoY & customers outpacing initial commitments by 45%.

Revenue from products built on Google’s AI models also grew 800% YoY while Gemini Enterprise paid MAUs rose 40% QoQ.

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AI Companies and Industry DIG

AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Please share you Insights or comments on companies or technologies of AI industry.","image":"https://community-static.tradeup.com/news/4603961061b4e1f67cb838e908cb17bf"}],"images":[{"img":"https://community-static.tradeup.com/news/cd287f6bc7b36b128064abd700bc7758","width":"360","height":"344"},{"img":"https://community-static.tradeup.com/news/58559f7ef553768a07ee01abfe04e563","width":"900","height":"506"},{"img":"https://community-static.tradeup.com/news/34f98c61416d5a392ee274a362858187","width":"2400","height":"1350"},{"img":"https://community-static.tradeup.com/news/59c7e1e81ab952e9f6906006c98def18","width":"1080","height":"1350"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/cd287f6bc7b36b128064abd700bc7758","width":"360","height":"344"},{"img":"https://community-static.tradeup.com/news/58559f7ef553768a07ee01abfe04e563","width":"900","height":"506"},{"img":"https://community-static.tradeup.com/news/34f98c61416d5a392ee274a362858187","width":"2400","height":"1350"}],"title":"Tech-Giants Show their Blueprint for AI","html":"<html><head></head><body><p style=\"text-align: left;\">1</p>\n<p style=\"text-align: left;\"><a data-mention-id=\"AMZN\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Amazon.com\" target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a>, <a data-mention-id=\"MSFT\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Microsoft\" target=\"_blank\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a>, <a data-mention-id=\"GOOGL\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" target=\"_blank\" href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> and <a data-mention-id=\"META\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms, Inc.\" target=\"_blank\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a></p>\n<p style=\"text-align: left;\">just updated guidance and now plan to spend a combined ~$710B on CapEx this year to build the AI economy:</p>\n<p style=\"text-align: left;\">• Amazon ~$200B</p>\n<p style=\"text-align: left;\">• Microsoft ~$190B</p>\n<p style=\"text-align: left;\">• Google ~$185B</p>\n<p style=\"text-align: left;\">• Meta ~$135B</p>\n<p style=\"text-align: left;\"></p>\n<p style=\"text-align: left;\">2</p>\n<p style=\"text-align: left;\">Mark Zuckerberg just said</p>\n<p style=\"text-align: left;\"><a data-mention-id=\"META\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms, Inc.\" target=\"_blank\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> is rolling out over 1 GW of custom AI silicon developed with <a data-mention-id=\"AVGO\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Broadcom\" target=\"_blank\" href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a>.</p>\n<p style=\"text-align: left;\">Meta is also adding significant <a data-mention-id=\"AMD\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Advanced Micro Devices\" target=\"_blank\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> chip capacity alongside new <a data-mention-id=\"NVDA\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> systems showing the AI buildout is becoming more multi-chip and cost-optimized.</p>\n<p class=\"t-img-caption\"><img data-align=\"center\" src=\"https://community-static.tradeup.com/news/cd287f6bc7b36b128064abd700bc7758\" tg-width=\"360\" tg-height=\"344\"><span></span></p>\n<p style=\"text-align: left;\">3</p>\n<p style=\"text-align: left;\"><a data-mention-id=\"GOOGL\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" target=\"_blank\" href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> Cloud backlog has entered god mode.</p>\n<p style=\"text-align: left;\">Backlog nearly tripled in less than a year to $243B while the CEO said cloud revenue would have been higher with more compute.</p>\n<p style=\"text-align: left;\">Connect the dots.</p>\n<p class=\"t-img-caption\"><img data-align=\"center\" src=\"https://community-static.tradeup.com/news/58559f7ef553768a07ee01abfe04e563\" tg-width=\"900\" tg-height=\"506\"><span></span></p>\n<p style=\"text-align: left;\"><a data-mention-id=\"GOOGL\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" target=\"_blank\" href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a><span> raised the midpoint of its 2026 CapEx guidance to $185B (up from $180B).</span></p>\n<p style=\"text-align: left;\"><span>Alphabet also said 2027 CapEx will increase significantly from 2026 as the AI infrastructure buildout continues.</span></p>\n<p style=\"text-align: left;\"><a data-mention-id=\"GOOGL\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" target=\"_blank\" href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> Cloud is showing major enterprise AI momentum with $100M-$1B cloud deals doubling YoY &amp; customers outpacing initial commitments by 45%.</p>\n<p style=\"text-align: left;\">Revenue from products built on Google’s AI models also grew 800% YoY while Gemini Enterprise paid MAUs rose 40% QoQ.</p>\n<p class=\"t-img-caption\"><img data-align=\"center\" src=\"https://community-static.tradeup.com/news/34f98c61416d5a392ee274a362858187\" tg-width=\"2400\" tg-height=\"1350\"><span></span></p>\n<hr>\n<blockquote>\n <p style=\"text-align: left;\"><span><strong>😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.</strong></span></p>\n <p style=\"text-align: left;\"><span>🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!</span></p>\n <p style=\"text-align: left;\"><a target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\" href=\"https://ttm.financial/TW/554651083281352\" title=\"\"><strong>Hot Merch Returns · Up to 43% Off</strong></a></p>\n <p class=\"t-img-caption\"><img data-align=\"center\" src=\"https://community-static.tradeup.com/news/59c7e1e81ab952e9f6906006c98def18\" tg-width=\"1080\" tg-height=\"1350\"><span></span></p>\n</blockquote></body></html>","htmlText":"<html><head></head><body><p style=\"text-align: left;\">1</p>\n<p style=\"text-align: left;\"><a data-mention-id=\"AMZN\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Amazon.com\" target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a>, <a data-mention-id=\"MSFT\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Microsoft\" target=\"_blank\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a>, <a data-mention-id=\"GOOGL\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" target=\"_blank\" href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> and <a data-mention-id=\"META\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms, Inc.\" target=\"_blank\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a></p>\n<p style=\"text-align: left;\">just updated guidance and now plan to spend a combined ~$710B on CapEx this year to build the AI economy:</p>\n<p style=\"text-align: left;\">• Amazon ~$200B</p>\n<p style=\"text-align: left;\">• Microsoft ~$190B</p>\n<p style=\"text-align: left;\">• Google ~$185B</p>\n<p style=\"text-align: left;\">• Meta ~$135B</p>\n<p style=\"text-align: left;\"></p>\n<p style=\"text-align: left;\">2</p>\n<p style=\"text-align: left;\">Mark Zuckerberg just said</p>\n<p style=\"text-align: left;\"><a data-mention-id=\"META\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms, Inc.\" target=\"_blank\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> is rolling out over 1 GW of custom AI silicon developed with <a data-mention-id=\"AVGO\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Broadcom\" target=\"_blank\" href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a>.</p>\n<p style=\"text-align: left;\">Meta is also adding significant <a data-mention-id=\"AMD\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Advanced Micro Devices\" target=\"_blank\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> chip capacity alongside new <a data-mention-id=\"NVDA\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> systems showing the AI buildout is becoming more multi-chip and cost-optimized.</p>\n<p class=\"t-img-caption\"><img data-align=\"center\" src=\"https://community-static.tradeup.com/news/cd287f6bc7b36b128064abd700bc7758\" tg-width=\"360\" tg-height=\"344\"><span></span></p>\n<p style=\"text-align: left;\">3</p>\n<p style=\"text-align: left;\"><a data-mention-id=\"GOOGL\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" target=\"_blank\" href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> Cloud backlog has entered god mode.</p>\n<p style=\"text-align: left;\">Backlog nearly tripled in less than a year to $243B while the CEO said cloud revenue would have been higher with more compute.</p>\n<p style=\"text-align: left;\">Connect the dots.</p>\n<p class=\"t-img-caption\"><img data-align=\"center\" src=\"https://community-static.tradeup.com/news/58559f7ef553768a07ee01abfe04e563\" tg-width=\"900\" tg-height=\"506\"><span></span></p>\n<p style=\"text-align: left;\"><a data-mention-id=\"GOOGL\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" target=\"_blank\" href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a><span> raised the midpoint of its 2026 CapEx guidance to $185B (up from $180B).</span></p>\n<p style=\"text-align: left;\"><span>Alphabet also said 2027 CapEx will increase significantly from 2026 as the AI infrastructure buildout continues.</span></p>\n<p style=\"text-align: left;\"><a data-mention-id=\"GOOGL\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" target=\"_blank\" href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> Cloud is showing major enterprise AI momentum with $100M-$1B cloud deals doubling YoY &amp; customers outpacing initial commitments by 45%.</p>\n<p style=\"text-align: left;\">Revenue from products built on Google’s AI models also grew 800% YoY while Gemini Enterprise paid MAUs rose 40% QoQ.</p>\n<p class=\"t-img-caption\"><img data-align=\"center\" src=\"https://community-static.tradeup.com/news/34f98c61416d5a392ee274a362858187\" tg-width=\"2400\" tg-height=\"1350\"><span></span></p>\n<hr>\n<blockquote>\n <p style=\"text-align: left;\"><span><strong>😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.</strong></span></p>\n <p style=\"text-align: left;\"><span>🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!</span></p>\n <p style=\"text-align: left;\"><a target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\" href=\"https://ttm.financial/TW/554651083281352\" title=\"\"><strong>Hot Merch Returns · Up to 43% Off</strong></a></p>\n <p class=\"t-img-caption\"><img data-align=\"center\" src=\"https://community-static.tradeup.com/news/59c7e1e81ab952e9f6906006c98def18\" tg-width=\"1080\" tg-height=\"1350\"><span></span></p>\n</blockquote></body></html>","text":"1 $Amazon.com(AMZN)$, $Microsoft(MSFT)$, $Alphabet(GOOGL)$ and $Meta Platforms, Inc.(META)$ just updated guidance and now plan to spend a combined ~$710B on CapEx this year to build the AI economy: • Amazon ~$200B • Microsoft ~$190B • Google ~$185B • Meta ~$135B 2 Mark Zuckerberg just said $Meta Platforms, Inc.(META)$ is rolling out over 1 GW of custom AI silicon developed with $Broadcom(AVGO)$. Meta is also adding significant $Advanced Micro Devices(AMD)$ chip capacity alongside new $NVIDIA(NVDA)$ systems showing the AI buildout is becoming more multi-chip and cost-optimized. 3 $Alphabet(GOOGL)$ Cloud backlog has entered god mode. Backlog nearly tripled in less than a year to $243B while the CEO said cloud revenue would have been higher with more compute. Connect the dots. $Alphabet(GOOGL)$ raised the midpoint of its 2026 CapEx guidance to $185B (up from $180B). Alphabet also said 2027 CapEx will increase significantly from 2026 as the AI infrastructure buildout continues. $Alphabet(GOOGL)$ Cloud is showing major enterprise AI momentum with $100M-$1B cloud deals doubling YoY & customers outpacing initial commitments by 45%. Revenue from products built on Google’s AI models also grew 800% YoY while Gemini Enterprise paid MAUs rose 40% QoQ. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold! Hot Merch Returns · Up to 43% Off","highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/559052967719376","repostId":0,"isVote":1,"tweetType":1,"viewCount":258,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["META","NVDA","AMZN","AVGO","GOOGL","MSFT","AMD"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1257,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/559052967719376"}