US Tech Companies to Spend $650B on AI Infrastructure in 2026 — Up 58% From $410B in 2025

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Alphabet, Amazon, Meta, and Microsoft are expected to spend approximately $650 billion on AI-related infrastructure in 2026, a sharp 58% increase from ~$410B in 2025. Jensen Huang estimated $3-4 trillion in total AI infrastructure spending by decade's end. The bulk goes to chips, networking, power systems, and data centers — not software. Computex 2026 showcased the hardware that spending buys: Vera Rubin rack systems, RTX Spark personal AI computers, and DGX Stations.