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Meta, Microsoft, Amazon, and Alphabet are about to spend a shocking amount of money to dominate the AI era
Key takeaways
- The news: Goldman Sachs strategist Amanda Lynam has put some fresh numbers on hyperscaler capex spending on AI, and it’s eye-popping.
- Goldman now expects a combined $5.3 trillion of capex spending for the four largest hyperscalers — Meta (META), Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOGL) — from fiscal year 2025 to fiscal year 2030.
- The baseline aggregate capex estimate stands at $7.6 trillion between 2026 and 2031, across compute, data centers, and power.
Meta, Microsoft, Amazon, and Alphabet are about to spend a shocking amount of money to dominate the AI era Brian Sozzi · Executive Editor Wed, June 3, 2026 at 6:53 PM GMT+7 2 min read META AMZN GOOG MSFT The artificial intelligence spending for Big Tech has only just begun.
The news: Goldman Sachs strategist Amanda Lynam has put some fresh numbers on hyperscaler capex spending on AI, and it’s eye-popping.
Goldman now expects a combined $5.3 trillion of capex spending for the four largest hyperscalers — Meta (META), Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOGL) — from fiscal year 2025 to fiscal year 2030. Prior to the start of first quarter earnings, this figure stood at $4.5 trillion.
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