Big Tech AI Spending Surge: Meta's $135B CapEx, $60B OpenAI Investment Talks & Microsoft's $440B Wipeout | January 30, 2026

📋 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.

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China Approves Nvidia H200 Sales, SoftBank Eyes $30B OpenAI Investment, ASML Record Orders | January 29, 2026

📋 Quick Takeaways

China approves Nvidia H200 chip sales to ByteDance, Alibaba, and Tencent for 400,000+ units, marking major shift in US-China tech relations

SoftBank in talks to invest $30 billion more in OpenAI, potentially pushing valuation to $830 billion

ASML reports record Q4 orders of $15.8 billion, more than doubling analyst expectations amid AI chip demand surge

Amazon announces 16,000 layoffs, the largest workforce reduction in company history combined with October cuts

Waabi raises $1 billion and partners with Uber to deploy 25,000 robotaxis

$700M+ in major AI startup funding across autonomous vehicles, enterprise AI, and cloud infrastructure

🌏 Geopolitics & Semiconductor Trade

China Approves Nvidia H200 Chip Sales to ByteDance, Alibaba, and Tencent

Major Breakthrough: China granted approval for its three largest tech companies to purchase more than 400,000 Nvidia H200 AI chips, marking a significant shift in Beijing’s approach to balancing AI advancement against domestic chip industry development.