Hyperscalers will spend two trillion dollars on artificial intelligence
8/11/2026, 07:51 AM • Евгения Слив

Technology giants are actively buying up equipment for the development of artificial intelligence. The total liabilities of large companies will soon reach almost two trillion dollars. Analysts are carefully studying the financial plans of market leaders for the coming years. Alphabet and Microsoft are the main contributors to this huge sum. Google has dramatically increased its purchase commitments to 811 billion. Microsoft has confidently reached the level of about 678 billion dollars. The Meta social network has gradually reached the 349 billion mark. Amazon Corporation grew much more smoothly and stopped at 130 billion. These approximate figures cover the corporations' plans for several years ahead. However, they absolutely unambiguously set the direction of the entire technology industry.
Apple is noticeably lagging behind its main competitors in the market. This smartphone manufacturer has frozen at a rather modest level of 57 billion. The creator of the iPhone is much inferior even to Nvidia in terms of purchases. These huge sums include not only the purchase of regular memory. Corporations are actively paying for contract manufacturing and modern DRAM chips. Technology leaders independently develop unique servers and their own processors. Therefore, a significant share of the funds goes to various electronic manufacturing contractors. The main reason for such an unprecedented race is the acute shortage of components. The supply of advanced memory is limited by the limited capacity of the world's largest manufacturers. The production of modern AI accelerators is also severely limited by the capabilities of foundries.
Companies strive to reliably record future shipments for many years ahead. The guarantee of future purchases helps manufacturers finance the expansion of their factories. In return, technology giants get priority access to scarce products. TSMC, the largest contractor, is quite capable of expanding with the money of hyperscalers. This factory will primarily serve its largest customers. During the smartphone boom, all manufacturers fought for Apple orders. Now the situation in the global market has changed radically for all participants. There is a serious question about the future place of the apple corporation in the market. Experts are speculating about her role in the plans of TSMC and Samsung. Future factories will be built exclusively for the needs of AI market leaders.
