Big Tech's AI spending spree fuels investor anxiety, erodes profitability and threatens software firms
ByAinvest
Saturday, Feb 7, 2026 12:07 am ET1min read
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Big tech firms plan to spend $600 billion on AI infrastructure in 2026, exacerbating investor concerns about profitability and the existential threat to software firms. Shares in Amazon, RELX, and other big tech companies rose while data analytics firms fell. The planned spending has led to a selloff in software and data analytics firms, with US software stocks losing $1 trillion in a week.
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