Tech giants Alphabet, Microsoft, and Meta unveiled aggressive AI spending plans aimed at scaling infrastructure, model development, and global data center capacity. Combined capital expenditure exceeds $200 billion for 2025–2026, signaling confidence in sustained AI monetization rather than speculative exuberance. Executives said investment would focus on inference optimization, safety frameworks, and expanding enterprise integrations. Analysts said these commitments counter fears of an AI bubble and reinforce long-term revenue durability across advertising, cloud, and productivity verticals for the world’s largest tech platforms.