Big Technology Podcast · Wednesday, August 12, 2026
The podcast transcript reveals staggering projected capital expenditures for AI infrastructure, with Big Tech alone expected to spend around $700 billion this year, up from $350-400 billion last year. Projections for next year are even more dramatic, with an estimated $1.5 trillion in CapEx.
“So we're looking this year, it's looking like big tech alone will put something like 700 billion in towards CapEx this year. I think last year was something like 350 to 400 billion and next year is projected to be 1.5 trillion.”