Alphabet, Meta, Microsoft, Amazon, and Oracle have a collective $3T+ in AI spending commitments over the coming years, including Alphabet's $1T and Meta's $800B (Brody Ford/Bloomberg) — SkimNews
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- Alphabet is committed to $1 trillion in AI spending and Meta to $800 billion, as the five largest data-center players pledge more than $3 trillion over the coming years.
- Microsoft and Alphabet, Amazon, Meta and Oracle returned just 9.3% of cash to shareholders in the first three quarters of 2026, a 15-year low amid AI spending.
Why it matters: Shareholders are receiving less: the five companies returned just 9.3% of cash in the first three quarters of 2026, a 15-year low, even as their combined AI commitments exceed $3 trillion over the coming years. That makes the buildout’s effect on owner payouts explicit.
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