AI Spending Boom Likely Has Erased This Key Supporting Plank for Stock Performance

2026년 2월 20일 · Unknown · financial · 출처 Yahoo Finance

The largest U.S. tech companies are on pace to spend about as much money as it cost to build the domestic railroads, around five times the amount needed to create a federal highway system, and 10 times the cash needed to put a man on the moon. The so-called Big Four hyperscalers— Microsoft Alphabet Meta Platforms and Amazon.com —are forecast to spend at least $600 billion on artificial-intelligence buildouts in 2026. Add Oracle projected spending and the tally rises to $650 billion, a near 60% increase from 2025 levels.

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