Tech Giants Pledge Over $120B for 2026 AI Datacenter Build-out
Microsoft, Google, Amazon and Meta disclosed combined 2026 capital expenditures exceeding $120 billion, allocating more than half to build purpose-built AI server clusters. This investment surge is driving Taiwanese PCB and South Korean semiconductor suppliers to expand capacity and diversify logistics beyond China.
1. 2026 AI Capex Surge
Microsoft, Google, Amazon and Meta disclosed a combined $120 billion capital expenditure plan for 2026, dedicating over half to purpose-built AI datacenters. Taiwanese PCB makers and South Korean foundries are expanding production lines and diversifying logistics networks to meet surging GPU and AI accelerator orders.
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