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The $650 Billion Bet: How Amazon, Google, Meta, and Microsoft Are Reshaping the Global Economy With Their 2026 AI Spending
May 15, 2026
Amazon, Alphabet, Meta, and Microsoft are collectively on track to spend $650 billion on AI infrastructure in 2026 — a 67% jump from 2025 and a level of corporate capital expenditure without parallel this century, as all four race to lock in compute, customers, and capability before the AI market consolidates.
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openai
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OpenAI Launches $4 Billion Deployment Company to Embed Engineers Inside Enterprises — Backed by Goldman Sachs, TPG, and McKinsey
OpenAI has launched the OpenAI Deployment Company — a $4 billion subsidiary that embeds specialist engineers inside enterprises to handle AI implementation, modelled on Palantir's forward deployed engineer approach and backed by Goldman Sachs, TPG, and McKinsey.
apple
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iOS 27 Will Let You Replace ChatGPT With Gemini or Claude Across the Entire iPhone — Expected at WWDC on 8 June
Apple is reportedly preparing to launch an Extensions framework in iOS 27 that lets users choose Gemini, Claude, or ChatGPT as the system-wide AI provider for Siri, Writing Tools, and Image Playground — with WWDC on 8 June expected as the announcement venue.
cybersecurity
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Google Detects First Known AI-Built Zero-Day Exploit, Used by Criminals to Plan Mass 2FA Bypass Attack
Google's Threat Intelligence Group has identified the first known case of criminal hackers using AI to discover and build a zero-day exploit — a 2FA bypass targeting a popular open-source system — as part of a planned mass attack that Google says it disrupted.
openai
OpenAI Launches $4 Billion Deployment Company to Embed Engineers Inside Enterprises — Backed by Goldman Sachs, TPG, and McKinsey
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apple
iOS 27 Will Let You Replace ChatGPT With Gemini or Claude Across the Entire iPhone — Expected at WWDC on 8 June
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cybersecurity
Google Detects First Known AI-Built Zero-Day Exploit, Used by Criminals to Plan Mass 2FA Bypass Attack
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