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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.
Meta has launched Incognito Chat for Meta AI on WhatsApp and the Meta AI app, using Trusted Execution Environments to process conversations in hardware enclaves that even Meta's own engineers and advertising systems cannot access.