mícrosoft Big tech continues ramping AI spend, to mixed market reaction Meta, Google and Microsoft all expect data centre and GPU spend to continue ramping up through 2026, though markets aren't sure about ROI. Noah Bovenizer Oct 30, 2025 - 2 min read Image credit: https://unsplash.com/@alicia_12 Get the full story: Subscribe for free Join peers managing over $100 billion in annual IT spend and subscribe to unlock full access to The Stack’s analysis and events. Subscribe now Already a member? Sign in