Story perspectives

Tech Giants Report Earnings Amid $600 B AI Surge

4/29/2026

Summary

Tech Giants Report

Alphabet, Amazon, Meta and Microsoft will report earnings on April 28, 2026, amid $600 billion AI spending, analysts expect revenues of $107 billion, $177 billion, $81 billion and $55 billion.
Cloud growth of 25% for AWS, 40% for Azure and 50.1% for Google Cloud ties to $200 billion 2026 pledge and keeps AWS prices unchanged.
Microsoft offered buyouts to 7% of its staff and reported 3.3% of its 450 million customers use the $30-per-month Copilot AI assistant.

Summary

Data Centers Strain

Diesel costs have risen about 42% since the Iran war, tightening data-center operating expenses.
DRAM prices are projected to double to $9.71 per gigabyte by 2026, pressuring cloud providers.
Damage to Qatar’s LNG plant and low tanker traffic through the Strait of Hormuz have lifted global LNG prices, raising U.S. data-center electricity rates.
Nvidia’s stock reached a $5 trillion valuation as the Nasdaq rose 15% in April, reflecting AI investor optimism.

1 of 2

Tech Giants Report

Alphabet, Amazon, Meta and Microsoft will report earnings on April 28, 2026, amid $600 billion AI spending, analysts expect revenues of $107 billion, $177 billion, $81 billion and $55 billion.
Cloud growth of 25% for AWS, 40% for Azure and 50.1% for Google Cloud ties to $200 billion 2026 pledge and keeps AWS prices unchanged.
Microsoft offered buyouts to 7% of its staff and reported 3.3% of its 450 million customers use the $30-per-month Copilot AI assistant.

1 / 2