‘It’s existential’: How Big Tech found itself in a $650 billion spending spiral

Market Intelligence Analysis

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Why This Matters

Big Tech companies, including the 'Big Four' hyperscalers, are continuing to spend heavily on AI despite market concerns, with a total estimated spending of $650 billion.

Market Impact

Market impact analysis based on bearish sentiment with 70% confidence.

Sentiment
Bearish
AI Confidence
70%
Time Horizon
Short Term

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

The market has spoken: It doesn’t like the massive AI spending spree of the “Big Four” hyperscalers. But the companies are barreling ahead anyway.

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Original article published by MarketWatch on February 7, 2026.
Analysis and insights provided by AnalystMarkets AI.