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Story summary
- Amazon, Alphabet, Meta and Microsoft invested $269 billion in domestic AI-related capital spending in 2025.
- Tech firms accounted for over half of the $520 billion total U.S. capital spending in 2025.
- Information-sector productivity rose 61.3 percent, the only sector to increase from 2014-2024.
- Bonds issued by AI hyperscalers jumped from $16.7 billion in 2024 to $193 billion in 2026.