Alphabet, Amazon, Meta, and Microsoft are projected to collectively invest approximately $650 billion in AI-related infrastructure in 2026, representing a 67% increase from $381 billion spent in 2025, according to Bridgewater Associates analysis. The spending will primarily target AI chips, servers, and data center infrastructure as compute demand continues to outpace supply. Bridgewater estimates this tech investment could add 100 basis points to U.S. GDP growth in 2026, double the 50 basis points contributed in 2025. This represents an unprecedented escalation in AI infrastructure spending that could reshape the technology landscape and broader economy.