By Samantha Subin
Publication Date: 2026-01-27 11:00:00
From left, Mark Zuckerberg, CEO of Meta Platforms; Lauren Sanchez; Jeff Bezos, founder of Amazon.com; Sundar Pichai, CEO of Alphabet; and Elon Musk, CEO of Tesla, during the 60th presidential inauguration in the rotunda of the Capitol in Washington, Jan. 20, 2025.
Julia Demaree Nikhinson | Bloomberg | Getty Images
If 2025 was the year Wall Street came to grips with massive artificial intelligence infrastructure spending from tech’s megacaps, 2026 looks to be more of the same.
But as the price tag for AI goes up, so do expectations for the returns on investment.
Earnings season kicks off this week for tech’s biggest names, with reports from Apple, Meta, Microsoft and Tesla. Next week features earnings announcements from Alphabet and Amazon.
It’s the first opportunity for industry leaders to clearly lay out their spending visions for the year as AI dealmaking accelerates and companies move from announcing new data centers to constructing them.
It’s also a chance for investors to hear…