Big Tech’s ‘breathtaking’ $660bn spending spree reignites AI bubble fears Financial TimesBig Tech to Spend $650 Billion This Year as AI Race Intensifies bloomberg.comBig Tech capital expenditure soared in 2025. It’s going up another 50% in 2026. Sherwood NewsAI investment shows strong momentum beyond bubble fears Digital Watch ObservatoryWhy the AI boom is different than the dot-com bubble Construction Dive