This is WILD!

Milk Road AI Twitter · Milk Road AI (@MilkRoadAI) · 2026-06-14

Amazon, Google, Microsoft, and Meta have collectively committed $725 billion in capital expenditure for 2026, a 77% year-over-year increase that Milk Road AI argues is creating significant and underreported turbulence in global bond markets.

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Satya Nadella's 'Token Capital' Framework and the $725B Hyperscaler AI Capex Surge

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Topics: ai-infrastructurecapital-expenditurebond-marketshyperscalers

Claims

Amazon, Google, Microsoft, and Meta have collectively committed $725 billion in capital expenditure for 2026.
This collective capex represents a 77% increase over the prior year.
The scale of AI infrastructure investment is having major but widely overlooked effects on global bond markets.

Key quotes

Something very large is happening in global bond markets, and most people are completely missing it (Save this).

The hyperscalers, Amazon, Google, Microsoft, and Meta have collectively committed $725 billion in capital expenditure for 2026 alone, up 77% from the...