Home › Capital Markets › ReportCapital Markets · ReportMicrosoft, Meta, Google AI Capex Hits $725B [2026]Trade pressSlicast · October 14, 2026 at 21:09 UTC · Global · Source: Tech Insiderimportance 78Read the originalShareCompanies in this storyMicrosoft / AzureCapex history →MetaCapex history →In-depth analysisCommentaryMicrosoft Azure AI Infrastructure, October 2026: $115.95 Billion in Capex and a 38-Gigawatt Network TargetCommentaryMicrosoft / Azure vs AWS / Amazon vs Google Cloud vs Meta: What AI Capex Is Actually Made OfRelated reportsCapital MarketsMicrosoft denied reports that its cloud leadership had called for significant cost-cutting measures, after reports suggested the company would reduce spending by at least 20 percent.2026-10-15Capital MarketsMeta shares are approaching a record high as investors look to AI monetization, with Q3 earnings and capex seen as the key test.2026-10-14Capital MarketsMeta expands data center campus in Richland Parish, Louisiana, to 5GW & $50bn2026-10-13Capital MarketsMeta Muse reportedly needs $2.8 billion of compute to serve 100 million users, according to tech-insider.org.2026-10-12Capital MarketsMeta's infrastructure chief says Meta's 2026 AI spending will exceed $100bn.2026-10-12