Following Q1 2026 earnings, Wall Street analysts sharply revised their hyperscaler capex estimates upward, with 2026 estimates rising to between *** and *** billion U.S. dollars. Among individual companies, Microsoft saw the largest revision, with its 2026 capex plan raised ** percent to *** billion U.S. dollars, while Alphabet was revised up **** percent to *** billion U.S. dollars, Amazon *** percent to *** billion U.S. dollars, and Meta percent to *** billion U.S. dollars.
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CNBC. (April 30, 2026). Estimated capital expenditure forecast for Google, Microsoft, Amazon, and META in 2026 (in billion U.S. dollars) [Graph]. In ÀÖ²¥´«Ã½app×îа汾. Retrieved August 17, 2026, from /statistics/1661866/estimated-capex-forecast-big-tech/
CNBC. "Estimated capital expenditure forecast for Google, Microsoft, Amazon, and META in 2026 (in billion U.S. dollars)." Chart. April 30, 2026. ÀÖ²¥´«Ã½app×îа汾. Accessed August 17, 2026. /statistics/1661866/estimated-capex-forecast-big-tech/
CNBC. (2026). Estimated capital expenditure forecast for Google, Microsoft, Amazon, and META in 2026 (in billion U.S. dollars). ÀÖ²¥´«Ã½app×îа汾. ÀÖ²¥´«Ã½app×îа汾 Inc.. Accessed: August 17, 2026. /statistics/1661866/estimated-capex-forecast-big-tech/
CNBC. "Estimated Capital Expenditure Forecast for Google, Microsoft, Amazon, and Meta in 2026 (in Billion U.S. Dollars)." ÀÖ²¥´«Ã½app×îа汾, ÀÖ²¥´«Ã½app×îа汾 Inc., 30 Apr 2026, /statistics/1661866/estimated-capex-forecast-big-tech/
CNBC, Estimated capital expenditure forecast for Google, Microsoft, Amazon, and META in 2026 (in billion U.S. dollars) ÀÖ²¥´«Ã½app×îа汾, /statistics/1661866/estimated-capex-forecast-big-tech/ (last visited August 17, 2026)
Estimated capital expenditure forecast for Google, Microsoft, Amazon, and META in 2026 (in billion U.S. dollars) [Graph], CNBC, April 30, 2026. [Online]. Available: /statistics/1661866/estimated-capex-forecast-big-tech/
