 Big Tech to Spend $725 Billion on AI in 2026 — What Does This Mean for the Market? Microsoft, Alphabet, Amazon, and Meta reported for Q1 2026, and the main question from investors was not about current revenue, but about capital expenditures on artificial intelligence. The combined figure is $725 billion for this year. A staggering number. For comparison, this is larger than the GDP of many countries. What is happening? — Four corporations are building infrastructure for AI workloads: data centers, Nvidia chips, power supply. — Derivatives on energy and agricultural commodities are the leaders in growth among derivatives. AI consumes electricity, and electricity requires resources. — Brent crude oil at a 4-year high ($126) due to the blockade of Hormuz, UAE left OPEC — the energy landscape is changing before our eyes. Takeaway for us as AI market players: When the majors pour hundreds of billions into infrastructure, demand for AI solutions for small and medium businesses only grows. The giants create platforms — niches remain for those who can make custom products quickly and without overhead. ASI Biont is exactly about this. AI agents for specific tasks, without the need to build your own data center. https://asibiont.com/