AI Infrastructure Hyperscaler
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Secures Europe's largest VC round amid global AI compute race
The four largest cloud providers—Microsoft, Meta, Alphabet, and Amazon—guided to over $650 billion in combined AI infrastructure spending for 2026 during their February earnings reports, up sharply from $410 billion in 2025, and have begun tapping debt markets to fund the buildout. Microsoft and Meta reported on January 28-29 with divergent market reactions: Microsoft shares plunged 12% on $37.5 billion quarterly capex, while Meta surged on $115-135 billion 2026 guidance. Alphabet stunned investors February 4 with $175-185 billion capex plans—doubling last year's spend—while Amazon topped all on February 5 with a $200 billion pledge, 50% above 2025 and $50 billion over expectations, prompting a share selloff despite strong revenue beats.
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