Timeline
Guided $130-145B AI capex for 2026
Meta raised its 2026 AI capex forecast to $130-145 billion, up from $110-130 billion.
Amazon, Google, Meta, and Microsoft collectively spent $1.1 trillion on AI infrastructure since 2023
Released AskChem on Hugging Face, converting 147,000 chemistry papers into 2.4 million searchable claims.
Announced $14B Texas AI data center with BlackRock
Meta and BlackRock invest $14B in Texas AI data center with 1GW capacity
Published real-time e-commerce personalization blueprint cutting recommendation latency to under 10 seconds
Launched MCP server for Registry of Open Data
Published best practices for applying Bedrock Guardrails to code generation workflows
AWS released Strands and AgentCore, a production blueprint for evaluating AI agents.
Ecosystem
Amazon
Meta
Evidence (15 articles)
CNAS Report: AI Hits Silicon Wall as Chip Supply Trails $700B CapEx
May 11, 2026Meta Boosts AI Capex to $130-145B; Shares Fall
Aug 2, 2026AI Debt Financing Could Hit $7T by 2029, Per Analyst
Jul 6, 2026Hyperscaler Off-Balance-Sheet Debt Hits $1.65T on AI Buildout
Jul 21, 2026The Fragile Foundation: How AI Lab Failures Could Trigger a $1.5 Trillion Infrastructure Collapse
Mar 13, 2026Meta Deploys Millions of Amazon Graviton CPUs for AI Agents
Apr 24, 2026Meta Ships Muse Code Beta, Its First Coding Agent
Aug 6, 2026AWS Launches 'The Luggage Lab': A Generative AI Framework for Physical Product Innovation
Mar 25, 2026+ 7 more articles