Policy & safety · 2 November 2026
Investors warn of financial risk from Big Tech AI infrastructure spending
Investors are worried about potential financial risks linked to Big Tech's investments in AI infrastructure. S&P Global predicts considerable expenses on data centres for Amazon and Microsoft through 2030.
Why it matters
Amazon and Microsoft’s projected data‑centre spend through 2030 should be considered in cost‑impact analyses for enterprise customers.
For product managers
For your product
What does this mean for your product?
Try it on your product More from this issueAll AI news from 2 Nov →
Get this every morning, written for your product.
Deltaday reads the whole AI news cycle and tells you what changed, whether it's real yet, and what to do about it.