📋 Quick Takeaways

• Meta announces $115-135 billion AI CapEx for 2026—nearly double 2025 spending—while beating Q4 earnings expectations with $59.9B revenue
• Nvidia, Microsoft, and Amazon in talks for $60B OpenAI investment as part of potential $100B funding round at $750-830B valuation
• Microsoft stock plunges 10% after Azure growth slows to 39% and guidance points to further deceleration
• Tesla invests $2B in Elon Musk’s xAI and discontinues Model S/X to make room for Optimus robot production
• Google launches Gemini 3-powered “Auto Browse” AI agent in Chrome for autonomous web task execution
• China approves Nvidia H200 chip purchases as geopolitical AI tensions continue

💰 Record AI Infrastructure Investments

Meta Announces $115-135 Billion AI CapEx for 2026

Landmark Spending Commitment: Meta delivered blockbuster Q4 2025 earnings on January 29, beating expectations with $59.9 billion in revenue and $8.88 EPS, while unveiling an unprecedented AI infrastructure investment plan.