Global Tech Giants Allocate $700B for AI Infrastructure in 2026 (fortune.com)

• Nearly $700 billion in AI spending planned for 2026.
• No clear endgame for the current buildout phase.
• Debate over long-term profitability and market demand.

"Major technology companies are projected to invest nearly $700 billion in artificial intelligence in 2026. This massive spending spree raises fundamental questions about the sustainability and endpoint of the AI infrastructure buildout. Analysts and industry observers are divided on whether these capital expenditures will yield proportional returns, with concerns mounting over potential overinvestment and a lack of clear demand signals."