Analysis: Meta, Alphabet, Microsoft, and Amazon's combined capex hit a record $130B in Q1, and it is set to reach $725B in 2026, up 77% from $410B in 2025 (Financial Times)

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Financial Times:
Analysis: Meta, Alphabet, Microsoft, and Amazon's combined capex hit a record $130B in Q1, and it is set to reach $725B in 2026, up 77% from $410B in 2025 — Meta stock drops on capex increase while Alphabet's cloud business grows faster than rivals Amazon and Microsoft

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