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Alphabet, Amazon, Meta, and Microsoft are expected to spend as much as $725 billion in 2026.
Google's cloud division posted growth of more than 60%.
Alphabet is increasing its capital expenditure to $190 billion.
Microsoft's Azure cloud division grew 40% in the most recent quarter.
Meta increased its capital expenditure guidance to $145 billion for the year.
Amazon and AWS have a business backlog of more than $360 billion.
Samsung's chip division profits soared 48-fold in the March quarter.
Qualcomm has a custom silicon engagement with a leading hyperscaler and expects initial shipments late in the current calendar year.
According to sources, Anthropic is considering a new funding round that could value the company at more than $900 billion.
The National Security Agency has been testing Anthropic's Mythos AI model to find cybersecurity vulnerabilities in software, including Microsoft products.
137 Ventures has raised $700 million across two new funds, bringing its total assets under management to $15 billion.
137 Ventures owns over $10 billion worth of SpaceX stock.