My thoughts about the latest CAPEX announcments from big tech. Thoughs summarized by… AI. The recent 2026 capital expenditure announcements from Big Tech signal a radical departure from the traditional playbook of fiduciary duty. When Alphabet guides for a staggering $175 billion to $185 billion and Amazon raises the ante to $200 billion , they aren’t just chasing quarterly dividends, future profits or market share. Instead, these boards appear to be pivoting toward a " fortress mentality ," where the goal is to achieve technological escape velocity. In this scenario, the boardroom has looked at the internal data and concluded that the era of mass-market capitalism is hitting a terminal wall. By pouring nearly half of their annual revenue into proprietary compute and private energy grids, they aren’t building tools for the public; they are constructing a private intelligence infrastructure designed to function independently of a crumbling global economy. This shift suggests a grim consensus among the elite: that the traditional labor-based economy and the stock markets that track it are essentially legacy systems on life support. If the world as we know it is ending, future “profits” in the form of fiat currency become secondary to the possession of autonomous, hyper-capable AI agents. These agents are being built to manage resources, security, and strategic planning for a select few when the social contract finally dissolves. To these boards, a combined $385 billion annual spend isn’t an investment in a business—it’s a frantic buy-in for a digital lifeboat , ensuring that while the world’s markets might fail, their personal access to the ultimate cognitive leverage remains absolute. Your thoughts? submitted by /u/tsdio
Originally posted by u/tsdio on r/ArtificialInteligence
You must log in or # to comment.