BREAKINGVIEWS-AI’s glut-to-drought shift is Big Tech’s big boon

Microsoft Corporation
NVIDIA Corporation
Meta Platforms
Alphabet Inc. Class A
Amazon.com, Inc.

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NVIDIA Corporation

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Meta Platforms

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Alphabet Inc. Class A

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Amazon.com, Inc.

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The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

By Robert Cyran

NEW YORK, April 29 (Reuters Breakingviews) - Four industry giants will invest over $600 bln in 2026 amid a frantic rush for capacity. That’s great for cloud units, but alliances and extracurriculars matter. Microsoft’s OpenAI tie-up and software bent earns a discount, while Alphabet gets a premium with Anthropic and chips.

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Alphabet, Microsoft, Meta Platforms, and Amazon.com all report quarterly results after the market closes on April 29.


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