Google, Amazon, Meta, & Microsoft will spend 'unprecedent' $1T on AI capex in 2027: Analyst

Evercore ISI senior managing director Mark Mahaney projects that Google, Amazon, Meta, and Microsoft will spend an unprecedented $1 trillion on AI capital expenditures by 2027, citing the companies' recent earnings results and AI investment outlook.

Google, Amazon, Meta, & Microsoft will spend 'unprecedent' $1T on AI capex in 2027: Analyst Yahoo Finance Video and Julie Hyman Thu, July 23, 2026 at 6:08 p.m. GMT+2 GOOGL MSFT AMZN META SPCX Evercore ISI senior managing director and head of internet research, Mark Mahaney, discusses Alphabet's GOOG, GOOGL recent earnings results and his outlook for AI capex spending. Terms and Privacy Policy EU DSA Contact Privacy & Cookie Settings