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Big Tech AI capex spending (Microsoft, Meta, Oracle, Amazon, Google) has reached $725 billion annually with free cash flow approaching zero.

Unsustainable capex burn now under market scrutiny; valuations tied to capex growth face compression.
Trade pressSlicast · June 30, 2026 · US · Source: Google News
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Big Tech AI capex spending (Microsoft, Meta, Oracle, Amazon, Google) has reached $725 billion annually with free cash flow approaching zero.

Unsustainable capex burn now under market scrutiny; valuations tied to capex growth face compression.

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In-depth analysis
CommentaryMicrosoft's $725 Billion Bet: Energy Contracts, New Campuses, and a Thinning Margin for ErrorCommentaryMicrosoft's Chevron Deal Lays Bare the True Constraint Behind the AI Buildout
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Big Tech AI capex spending (Microsoft, Meta,… · Slicast