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Microsoft / AI / Big Tech / meta / google

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.

By Noah Bovenizer

Updated Oct 30, 2025 9:35 AM / Published Oct 30, 2025 9:35 AM 2 min read

Big tech continues ramping AI spend, to mixed market reaction — Image credit: https://unsplash.com/@alicia_12

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Noah Bovenizer

Noah Bovenizer is a senior reporter with The Stack. He previously covered the transportation sector for Global Data. He has a first class degree in journalism and has also worked as a newsreader for Gaydio.