Bloomberg Technology
@bloombergtech·728K subscribers·13.9K videos
Big Tech to Spend $650B This Year as AI Race Intensifies
Posted
February 6, 2026
Views
4,855
Likes
85
Comments
7
Engagement
February 6, 2026
4,855
85
7
1.89%
Every word spoken in this episode is indexed. Type any phrase to jump straight to the moment it was said.
Type any word or phrase that may have been spoken. Click a result to seek the player to that exact moment.
Try a name, a topic, or a quoted line
5:58Now PlayingFour of the biggest US tech companies have forecast capital expenditures that will reach about $650 billion in 2026 for new data centers and gear, underscoring just how quickly the AI race is accelerating. Lei Qiu, AllianceBernstein CIO of Thematic Innovation Equities, joins Caroline Hyde and Ed Ludlow to discuss what this wave of investment means for markets and disruption across industries on "Bloomberg Tech."
--------
Like this video? Subscribe to Bloomberg Technology on YouTube:
Watch the latest full episodes of "Bloomberg Technology" with Caroline Hyde and Ed Ludlow here:
Get the latest in tech from Silicon Valley and around the world here:
Connect with us on...
Follow Ed Ludlow on X here
Follow Caroline Hyde on X here
Listen to the daily Bloomberg Technology podcast here:
More from Bloomberg Business
Connect with us on...
Sentinel Indexing in Progress
Metadata and chapters are available. Claim extraction for this episode is pending.
All video content is delivered via YouTube embedded players in accordance with the YouTube Terms of Service. Sentinel provides research tools that promote discovery and accountability across political media.
