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Big Tech is no longer experimenting with AI. It is building for scale.
CapEx is accelerating as $GOOGL, $AMZN, $MSFT, and $META invest heavily in compute, data centres, and long-term AI infrastructure.
By 2026E, $META and $GOOGL commit the highest share of revenues to investment.
This reflects a multi-year commitment to AI infrastructure and cloud expansion.

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