{"id":99618,"date":"2026-02-23T13:33:59","date_gmt":"2026-02-23T16:33:59","guid":{"rendered":"https:\/\/tech.einnews.com\/article\/894793761"},"modified":"2026-02-23T13:33:59","modified_gmt":"2026-02-23T16:33:59","slug":"big-tech-to-invest-about-650-billion-in-ai-in-2026-bridgewater-says","status":"publish","type":"post","link":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/2026\/02\/23\/big-tech-to-invest-about-650-billion-in-ai-in-2026-bridgewater-says\/","title":{"rendered":"Big Tech to invest about $650 billion in AI in 2026, Bridgewater says"},"content":{"rendered":"
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Feb 23 : U.S. technology giants Alphabet, Amazon, Meta and Microsoft are expected to collectively invest about $650 billion to scale up AI-related infrastructure this year, according to an analysis by Bridgewater Associates.<\/p>\n

The investments would mark a sharp increase from $410 billion in 2025.<\/p>\n

In a letter to clients, Bridgewater co-chief investment officer Greg Jensen said the artificial intelligence boom has entered a “more dangerous phase,” marked by exponentially rising investments in physical infrastructure and growing reliance on outside capital.<\/p>\n

“Compute demand continues to significantly outpace supply, driving hyperscalers to invest even more rapidly to try to someday get ahead of the demand.”<\/p>\n

The four companies have already curbed share buybacks more aggressively to help fund the surge in capital expenditure, Jensen said.<\/p>\n

The scale of spending, he said, is creating significant downside risks if anything went wrong.<\/p>\n

Anthropic and OpenAI will need major product breakthroughs to secure backing for massive final fundraisings ahead of potential IPOs, he said. Without a credible path to outsized profits, they could struggle to justify lofty valuations and heavy capital demands. <\/p>\n

Besides, these products are exposing significant risks to other sectors such as software companies and data providers, he said, pointing to the recent selloff in software stocks.<\/p>\n

“It is no longer possible for AI leaders to satisfy their investors’ expectations without creating existential risks to other sectors like software,” Jensen added.<\/p>\n

Beyond stock markets, Jensen said tech investment spending remains a significant “upward pressure for U.S. growth.”<\/p>\n

Bridgewater estimates tech investment added about 50 basis points to U.S. GDP growth in 2025 and could provide around 100 basis points of support this year.<\/p>\n

However, the spending boom may also lift inflation in technology and communications equipment and push up electricity prices in some regions. <\/p>\n

A severe stock market correction could undermine growth and limit companies’ ability to raise capital, similar to the Dot-com bubble in 2000, Jensen said, but added that recent moves are far smaller.<\/p>\n<\/div><\/div>\n<\/div><\/div>\n

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… 23 : U.S. technology<\/span> giants Alphabet, Amazon, Meta … stock markets, Jensen said tech<\/span> investment spending remains a … growth." Bridgewater estimates tech<\/span> investment added about 50 … also lift inflation in technology<\/span> and communications equipment and …<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"","fifu_image_alt":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-99618","post","type-post","status-publish","format-standard","hentry","category-news","wpcat-1-id"],"_links":{"self":[{"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/posts\/99618","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/comments?post=99618"}],"version-history":[{"count":0,"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/posts\/99618\/revisions"}],"wp:attachment":[{"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/media?parent=99618"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/categories?post=99618"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/tags?post=99618"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}