Goldman Sachs says Big Tech will spend $5.3T on AI from 2025 to 2030 as Meta, Microsoft, Amazon and Alphabet ramp infrastructure buildout
u/callsonreddit ·
Reddit — r/wallstreetbets
· June 03, 2026 at 13:13
· ⬆ 70 pts
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Summary
The post summarizes Goldman Sachs' forecast that Meta, Microsoft, Amazon, and Alphabet will spend $5.3 trillion on AI capex from 2025–2030, with $725 billion planned for 2026 alone.
The author poses three open-ended questions about when AI spending will yield profits, which companies benefit most, and whether the massive outlays will hurt margins and stock prices before any payoff.
Quality assessment: Noise – the post is a news share with discussion prompts, lacking original analysis, data critique, or a personal trading thesis.
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Discuss:
* When will $5.3T AI spending start making real profits?
* Which companies benefit most from it?
* Will all this spending hurt Big Tech margins and stock prices first?
Source: [https://finance.yahoo.com/sectors/technology/article/meta-microsoft-amazon-and-alphabet-are-about-to-spend-a-shocking-amount-of-money-to-dominate-the-ai-era-115359575.html](https://finance.yahoo.com/sectors/technology/article/meta-microsoft-amazon-and-alphabet-are-about-to-spend-a-shocking-amount-of-money-to-dominate-the-ai-era-115359575.html)
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.
The baseline aggregate capex estimate stands at $7.6 trillion between 2026 and 2031, across compute, data centers, and power.
The analysis: Google, Amazon, Microsoft, and Meta alone collectively plan to allocate $725 billion to capital expenditures in 2026 — up a staggering 77% from last year’s already record-breaking $410 billion.
Amazon is projecting $200 billion in capital expenditures, Alphabet is targeting $175 billion to $185 billion, Meta is guiding $115 billion to $135 billion, and Microsoft is tracking toward $190 billion for the calendar year.