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🔥Big Tech's AI CapEx is about to surpass US defense spending
AI CapEx of Alphabet, Amazon, Meta, Microsoft, and Oracle is expected to reach 2.5% of US GDP in 2026, up from 1.5% in 2025.
By 2027, this figure is expected to rise to 3.2% of US GDP - surpassing US defense spending (~2.7% of GDP) for the first time in history.
5 tech CEOs are deciding to allocate capital for AI infrastructure on a scale larger than the national defense budget - a sign that the AI race has moved beyond the ordinary "corporate spending" category, becoming a factor shaping the structure of US GDP.