Big Tech's AI spending boom is carrying an ever-larger share of the US growth story. So far in 2026, investments tied to the AI build-out have been responsible for roughly one-fifth of US economic growth. This year alone, the four leading "hyperscalers" — Alphabet (GOOG, GOOGL), Amazon (AMZN), Meta (META), and Microsoft (MSFT) — are expected to spend roughly $800 billion in capital expenditures, or 10 times their spend in 2019, only seven years ago, per Goldman Sachs. Sustaining that investment, however, will require an equally historic expansion in the cash generated by the companies footing the bill, says Apollo chief economist Torsten Sløk. (Disclosure: Yahoo is a portfolio company of funds managed by affiliates of Apollo Global Management.
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