Big Tech Is on Pace to Spend $735 Billion on AI Data Centers in 2026. These 3 Industrial Stocks Collect the Checks.
Big tech isn’t done with artificial intelligence (AI) spending. Amazon raised its capital expenditures (capex) to $220 billion for 2026. Microsoft is spending $175 billion. Alphabet has raised guidance twice and now has its sights set on up to $205 billion. And Meta Platforms is set to spend $135 billion. Most of this goes toward…