📋 Quick Takeaways

• Meta announces unprecedented $115-135 billion AI capex for 2026, nearly doubling 2025 spending as it pursues “superintelligence”
• Microsoft loses $357 billion in market value after Azure growth slows to 39%, the second-largest single-day loss in U.S. history
• OpenAI targeting Q4 2026 IPO at potential $1 trillion valuation despite not expecting profitability until 2030
• Amazon in talks for $50 billion OpenAI investment, threatening Microsoft’s exclusive partnership
• Tesla confirms Optimus robot production timeline for end of 2026, discontinuing Model S/X to free factory space
• Anthropic engineers report 100% AI-written code, signaling major shift in software development paradigm

🏢 Big Tech Earnings & AI Infrastructure

Meta Announces Record $115-135 Billion AI Infrastructure Spending for 2026

Unprecedented Investment: Meta Platforms revealed the most aggressive AI infrastructure spending plan in corporate history during its Q4 2025 earnings call, forecasting capital expenditures between $115 billion and $135 billion for 2026—nearly double the $72 billion spent in 2025.