{"id":2042,"date":"2026-05-12T00:15:05","date_gmt":"2026-05-12T00:15:05","guid":{"rendered":"https:\/\/elfinancierodigital.com\/inicio\/?p=2042"},"modified":"2026-05-12T03:15:55","modified_gmt":"2026-05-12T03:15:55","slug":"google-microsoft-meta-y-amazon-el-gasto-en-inteligencia-artificial-alcanza-niveles-historicos-en-2026","status":"publish","type":"post","link":"https:\/\/elfinancierodigital.com\/inicio\/google-microsoft-meta-y-amazon-el-gasto-en-inteligencia-artificial-alcanza-niveles-historicos-en-2026\/","title":{"rendered":"Google, Microsoft, Meta y Amazon: el gasto en inteligencia artificial alcanza niveles hist\u00f3ricos en 2026"},"content":{"rendered":"<div data-test-render-count=\"1\">\n<div class=\"group\">\n<div class=\"contents\">\n<div class=\"group relative relative pb-3\" data-is-streaming=\"false\">\n<div class=\"font-claude-response relative leading-[1.65rem] [&amp;_pre&gt;div]:bg-bg-000\/50 [&amp;_pre&gt;div]:border-0.5 [&amp;_pre&gt;div]:border-border-400 [&amp;_.ignore-pre-bg&gt;div]:bg-transparent [&amp;_.standard-markdown_:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&amp;_.standard-markdown_:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8 [&amp;_.progressive-markdown_:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&amp;_.progressive-markdown_:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8\">\n<div class=\"grid grid-rows-[auto_auto] min-w-0\">\n<div class=\"row-start-2 col-start-1 relative grid isolate min-w-0\">\n<div class=\"row-start-1 col-start-1 relative z-[2] min-w-0\">\n<div class=\"standard-markdown grid-cols-1 grid [&amp;_&gt;_*]:min-w-0 gap-3 standard-markdown\">\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\">Las cuatro grandes tecnol\u00f3gicas \u2014Alphabet, Microsoft, Meta y Amazon\u2014 confirmaron en sus resultados del primer trimestre de 2026 una escalada sin precedentes en sus inversiones en inteligencia artificial. Las cuatro compa\u00f1\u00edas esperan invertir hasta 725.000 millones de d\u00f3lares este a\u00f1o, la mayor parte destinada a infraestructura de IA: centros de datos, chips y equipamiento de redes. Eso representa pr\u00e1cticamente el doble de lo que el mismo grupo gast\u00f3 en 2025, y supera el PIB de la mayor\u00eda de los pa\u00edses del mundo. <span class=\"inline-flex\" data-state=\"closed\"><a class=\"group\/tag relative h-[18px] rounded-full inline-flex items-center overflow-hidden -translate-y-px cursor-pointer\" href=\"https:\/\/www.statista.com\/chart\/35046\/capital-expenditure-of-meta-alphabet-amazon-and-microsoft\/\" target=\"_blank\" rel=\"noopener\"><span class=\"relative transition-colors h-full max-w-[180px] overflow-hidden px-1.5 inline-flex items-center font-small rounded-full border-0.5 border-border-300 bg-bg-200 group-hover\/tag:bg-accent-900 group-hover\/tag:border-accent-100\/60\"><span class=\"text-nowrap text-text-300 break-all truncate font-normal group-hover\/tag:text-text-200\">Statista<\/span><\/span><\/a><\/span><span class=\"inline-flex\" data-state=\"closed\"><a class=\"group\/tag relative h-[18px] rounded-full inline-flex items-center overflow-hidden -translate-y-px cursor-pointer\" href=\"https:\/\/www.fergusonwellman.com\/blog\/2026\/5\/8\/the-magnificent-capex-ai-infrastructure-spending-and-who-actually-benefits\" target=\"_blank\" rel=\"noopener\"><span class=\"relative transition-colors h-full max-w-[180px] overflow-hidden px-1.5 inline-flex items-center font-small rounded-full border-0.5 border-border-300 bg-bg-200 group-hover\/tag:bg-accent-900 group-hover\/tag:border-accent-100\/60\"><span class=\"text-nowrap text-text-300 break-all truncate font-normal group-hover\/tag:text-text-200\">Ferguson Wellman<\/span><\/span><\/a><\/span><\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"><strong>Alphabet: el que m\u00e1s convenci\u00f3 a los mercados<\/strong><\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\">Google fue la empresa que mejor recibi\u00f3 el mercado. Alphabet elev\u00f3 su gu\u00eda de inversi\u00f3n para todo 2026 a un rango de entre 180.000 y 190.000 millones de d\u00f3lares, impulsada por un crecimiento del 63% interanual en Google Cloud, que alcanz\u00f3 los 20.000 millones de d\u00f3lares en ingresos trimestrales. El backlog del segmento de computaci\u00f3n en la nube empresarial alcanz\u00f3 los 462.000 millones de d\u00f3lares, casi duplic\u00e1ndose respecto al trimestre anterior. <span class=\"inline-flex\" data-state=\"closed\"><a class=\"group\/tag relative h-[18px] rounded-full inline-flex items-center overflow-hidden -translate-y-px cursor-pointer\" href=\"https:\/\/fortune.com\/2026\/04\/29\/microsoft-meta-google-ai-capex-spending-billions\/\" target=\"_blank\" rel=\"noopener\"><span class=\"relative transition-colors h-full max-w-[180px] overflow-hidden px-1.5 inline-flex items-center font-small rounded-full border-0.5 border-border-300 bg-bg-200 group-hover\/tag:bg-accent-900 group-hover\/tag:border-accent-100\/60\"><span class=\"text-nowrap text-text-300 break-all truncate font-normal group-hover\/tag:text-text-200\">Fortune<\/span><\/span><\/a><\/span><span class=\"inline-flex\" data-state=\"closed\"><a class=\"group\/tag relative h-[18px] rounded-full inline-flex items-center overflow-hidden -translate-y-px cursor-pointer\" href=\"https:\/\/fortune.com\/2026\/04\/29\/microsoft-meta-google-ai-capex-spending-billions\/\" target=\"_blank\" rel=\"noopener\"><span class=\"relative transition-colors h-full max-w-[180px] overflow-hidden px-1.5 inline-flex items-center font-small rounded-full border-0.5 border-border-300 bg-bg-200 group-hover\/tag:bg-accent-900 group-hover\/tag:border-accent-100\/60\"><span class=\"text-nowrap text-text-300 break-all truncate font-normal group-hover\/tag:text-text-200\">Fortune<\/span><\/span><\/a><\/span><\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\">Alphabet logr\u00f3 darle a los inversores lo que m\u00e1s quer\u00edan: evidencia visible de que la IA no es solo un costo, sino que est\u00e1 generando retornos. El CEO Sundar Pichai se\u00f1al\u00f3 que los acuerdos corporativos de Gemini 3 incluyen marcas globales como Bosch, Mars y Merck. Las acciones de Alphabet subieron tras el reporte, llevando a Google a su mejor mes en Wall Street desde 2004. <span class=\"inline-flex\" data-state=\"closed\"><a class=\"group\/tag relative h-[18px] rounded-full inline-flex items-center overflow-hidden -translate-y-px cursor-pointer\" href=\"https:\/\/marketwise.com\/investing\/ai-demand-big-tech-earnings-spending\/\" target=\"_blank\" rel=\"noopener\"><span class=\"relative transition-colors h-full max-w-[180px] overflow-hidden px-1.5 inline-flex items-center font-small rounded-full border-0.5 border-border-300 bg-bg-200 group-hover\/tag:bg-accent-900 group-hover\/tag:border-accent-100\/60\"><span class=\"text-nowrap text-text-300 break-all truncate font-normal group-hover\/tag:text-text-200\">MarketWise<\/span><\/span><\/a><\/span><span class=\"inline-flex\" data-state=\"closed\"><a class=\"group\/tag relative h-[18px] rounded-full inline-flex items-center overflow-hidden -translate-y-px cursor-pointer\" href=\"https:\/\/www.cnbc.com\/2026\/04\/30\/alphabet-meta-stock-ai-capex-spend.html\" target=\"_blank\" rel=\"noopener\"><span class=\"relative transition-colors h-full max-w-[180px] overflow-hidden px-1.5 inline-flex items-center font-small rounded-full border-0.5 border-border-300 bg-bg-200 group-hover\/tag:bg-accent-900 group-hover\/tag:border-accent-100\/60\"><span class=\"text-nowrap text-text-300 break-all truncate font-normal group-hover\/tag:text-text-200\">CNBC<\/span><\/span><\/a><\/span><\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"><strong>Microsoft: 190.000 millones y con demanda que supera la oferta<\/strong><\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\">Microsoft report\u00f3 ingresos de 82.900 millones de d\u00f3lares en el tercer trimestre fiscal de 2026, con Azure y otros servicios en la nube creciendo un 40%, y su negocio de IA superando una tasa anual de 37.000 millones de d\u00f3lares, un 123% m\u00e1s que el a\u00f1o anterior. <span class=\"inline-flex\" data-state=\"closed\"><a class=\"group\/tag relative h-[18px] rounded-full inline-flex items-center overflow-hidden -translate-y-px cursor-pointer\" href=\"https:\/\/windowsforum.com\/threads\/microsoft-q3-2026-earnings-azure-growth-copilot-seats-and-the-capex-ai-debate.417537\/\" target=\"_blank\" rel=\"noopener\"><span class=\"relative transition-colors h-full max-w-[180px] overflow-hidden px-1.5 inline-flex items-center font-small rounded-full border-0.5 border-border-300 bg-bg-200 group-hover\/tag:bg-accent-900 group-hover\/tag:border-accent-100\/60\"><span class=\"text-nowrap text-text-300 break-all truncate font-normal group-hover\/tag:text-text-200\">Windows Forum<\/span><\/span><\/a><\/span><\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\">La compa\u00f1\u00eda super\u00f3 los 20 millones de asientos pagos para Microsoft 365 Copilot. El CEO Satya Nadella destac\u00f3 que el nivel de uso semanal del producto ya es comparable al de Outlook. En cuanto al gasto, Microsoft fij\u00f3 su capex para el a\u00f1o calendario 2026 en 190.000 millones de d\u00f3lares. La CFO Amy Hood atribuy\u00f3 unos 25.000 millones de esa cifra al alza en precios de chips de memoria y otros componentes, y advirti\u00f3 que la empresa espera seguir con restricciones de capacidad durante todo 2026. <span class=\"inline-flex\" data-state=\"closed\"><a class=\"group\/tag relative h-[18px] rounded-full inline-flex items-center overflow-hidden -translate-y-px cursor-pointer\" href=\"https:\/\/www.cnbc.com\/2026\/04\/29\/microsoft-msft-q3-earnings-report-2026.html\" target=\"_blank\" rel=\"noopener\"><span class=\"relative transition-colors h-full max-w-[180px] overflow-hidden px-1.5 inline-flex items-center font-small rounded-full border-0.5 border-border-300 bg-bg-200 group-hover\/tag:bg-accent-900 group-hover\/tag:border-accent-100\/60\"><span class=\"text-nowrap text-text-300 break-all truncate font-normal group-hover\/tag:text-text-200\">CNBC<\/span><\/span><\/a><\/span><span class=\"inline-flex\" data-state=\"closed\"><a class=\"group\/tag relative h-[18px] rounded-full inline-flex items-center overflow-hidden -translate-y-px cursor-pointer\" href=\"https:\/\/fortune.com\/2026\/04\/29\/microsoft-meta-google-ai-capex-spending-billions\/\" target=\"_blank\" rel=\"noopener\"><span class=\"relative transition-colors h-full max-w-[180px] overflow-hidden px-1.5 inline-flex items-center font-small rounded-full border-0.5 border-border-300 bg-bg-200 group-hover\/tag:bg-accent-900 group-hover\/tag:border-accent-100\/60\"><span class=\"text-nowrap text-text-300 break-all truncate font-normal group-hover\/tag:text-text-200\">Fortune<\/span><\/span><\/a><\/span><\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"><strong>Meta: la apuesta m\u00e1s arriesgada<\/strong><\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\">Meta elev\u00f3 su gu\u00eda de capex para todo 2026 a un rango de entre 125.000 y 145.000 millones de d\u00f3lares, frente a los 115.000-135.000 millones previstos anteriormente, argumentando mayores precios de componentes y costos adicionales de centros de datos. La reacci\u00f3n del mercado fue negativa: las acciones cayeron aproximadamente un 6% en el mercado after-hours. <span class=\"inline-flex\" data-state=\"closed\"><a class=\"group\/tag relative h-[18px] rounded-full inline-flex items-center overflow-hidden -translate-y-px cursor-pointer\" href=\"https:\/\/fortune.com\/2026\/04\/29\/meta-zuckerberg-145-billion-ai-spending-roi\/\" target=\"_blank\" rel=\"noopener\"><span class=\"relative transition-colors h-full max-w-[180px] overflow-hidden px-1.5 inline-flex items-center font-small rounded-full border-0.5 border-border-300 bg-bg-200 group-hover\/tag:bg-accent-900 group-hover\/tag:border-accent-100\/60\"><span class=\"text-nowrap text-text-300 break-all truncate font-normal group-hover\/tag:text-text-200\">Fortune<\/span><\/span><\/a><\/span><span class=\"inline-flex\" data-state=\"closed\"><a class=\"group\/tag relative h-[18px] rounded-full inline-flex items-center overflow-hidden -translate-y-px cursor-pointer\" href=\"https:\/\/www.heygotrade.com\/en\/news\/big-tech-q1-2026-earnings-ai-capex-spree\/\" target=\"_blank\" rel=\"noopener\"><span class=\"relative transition-colors h-full max-w-[180px] overflow-hidden px-1.5 inline-flex items-center font-small rounded-full border-0.5 border-border-300 bg-bg-200 group-hover\/tag:bg-accent-900 group-hover\/tag:border-accent-100\/60\"><span class=\"text-nowrap text-text-300 break-all truncate font-normal group-hover\/tag:text-text-200\">Gotrade<\/span><\/span><\/a><\/span><\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\">A diferencia de Google, Microsoft o Amazon, la inversi\u00f3n en IA de Meta es mayormente interna: construye la infraestructura que necesita para sus propios sistemas de recomendaci\u00f3n, herramientas publicitarias generativas y sus modelos Llama. Al mismo tiempo que multiplica el gasto en infraestructura, Meta anunci\u00f3 el despido de aproximadamente el 10% de su plantilla, unas 8.000 personas, y dej\u00f3 de contratar para 6.000 puestos vacantes. <span class=\"inline-flex\" data-state=\"closed\"><a class=\"group\/tag relative h-[18px] rounded-full inline-flex items-center overflow-hidden -translate-y-px cursor-pointer\" href=\"https:\/\/thenextweb.com\/news\/alphabet-amazon-meta-q1-2026-earnings-ai-cloud\" target=\"_blank\" rel=\"noopener\"><span class=\"relative transition-colors h-full max-w-[180px] overflow-hidden px-1.5 inline-flex items-center font-small rounded-full border-0.5 border-border-300 bg-bg-200 group-hover\/tag:bg-accent-900 group-hover\/tag:border-accent-100\/60\"><span class=\"text-nowrap text-text-300 break-all truncate font-normal group-hover\/tag:text-text-200\">TNW | Finance<\/span><\/span><\/a><\/span><span class=\"inline-flex\" data-state=\"closed\"><a class=\"group\/tag relative h-[18px] rounded-full inline-flex items-center overflow-hidden -translate-y-px cursor-pointer\" href=\"https:\/\/www.cnbc.com\/2026\/04\/29\/meta-q1-earnings-report-2026.html\" target=\"_blank\" rel=\"noopener\"><span class=\"relative transition-colors h-full max-w-[180px] overflow-hidden px-1.5 inline-flex items-center font-small rounded-full border-0.5 border-border-300 bg-bg-200 group-hover\/tag:bg-accent-900 group-hover\/tag:border-accent-100\/60\"><span class=\"text-nowrap text-text-300 break-all truncate font-normal group-hover\/tag:text-text-200\">CNBC<\/span><\/span><\/a><\/span><\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"><strong>Amazon: el que m\u00e1s gasta, con el flujo de caja m\u00e1s afectado<\/strong><\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\">Amazon proyecta 200.000 millones de d\u00f3lares en capex para este a\u00f1o, una cifra que su CEO Andy Jassy defendi\u00f3 con convicci\u00f3n: \u00abNo vamos a ser conservadores en c\u00f3mo jugamos esto.\u00bb AWS registr\u00f3 ingresos de 37.590 millones de d\u00f3lares en el trimestre, con un crecimiento del 28% interanual, la tasa m\u00e1s alta en 15 trimestres. Sin embargo, el precio es alto: el flujo de caja libre de Amazon se derrumb\u00f3 hasta apenas 1.200 millones de d\u00f3lares, ya que el enorme aumento en infraestructura consumi\u00f3 pr\u00e1cticamente todo su flujo de caja operativo. <span class=\"inline-flex\" data-state=\"closed\"><a class=\"group\/tag relative h-[18px] rounded-full inline-flex items-center overflow-hidden -translate-y-px cursor-pointer\" href=\"https:\/\/www.fergusonwellman.com\/blog\/2026\/5\/8\/the-magnificent-capex-ai-infrastructure-spending-and-who-actually-benefits\" target=\"_blank\" rel=\"noopener\"><span class=\"relative transition-colors h-full max-w-[180px] overflow-hidden px-1.5 inline-flex items-center font-small rounded-full border-0.5 border-border-300 bg-bg-200 group-hover\/tag:bg-accent-900 group-hover\/tag:border-accent-100\/60\"><span class=\"text-nowrap text-text-300 break-all truncate font-normal group-hover\/tag:text-text-200\">Ferguson Wellman + 2<\/span><\/span><\/a><\/span><\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"><strong>\u00bfEn qu\u00e9 se invierte todo ese dinero?<\/strong><\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\">La mayor parte del gasto fue hacia la infraestructura de IA: centros de datos, chips, servidores, equipos de redes y la infraestructura de energ\u00eda y refrigeraci\u00f3n necesaria para soportar las cargas de trabajo de inteligencia artificial. En Microsoft, aproximadamente dos tercios del gasto se destina a GPUs y CPUs para atender la demanda de clientes de Azure y potenciar herramientas como M365 Copilot. En el caso de Meta, gran parte va a sus propios chips de silicio desarrollados con Broadcom y a infraestructura de redes personalizadas. <span class=\"inline-flex\" data-state=\"closed\"><a class=\"group\/tag relative h-[18px] rounded-full inline-flex items-center overflow-hidden -translate-y-px cursor-pointer\" href=\"https:\/\/marketwise.com\/investing\/ai-demand-big-tech-earnings-spending\/\" target=\"_blank\" rel=\"noopener\"><span class=\"relative transition-colors h-full max-w-[180px] overflow-hidden px-1.5 inline-flex items-center font-small rounded-full border-0.5 border-border-300 bg-bg-200 group-hover\/tag:bg-accent-900 group-hover\/tag:border-accent-100\/60\"><span class=\"text-nowrap text-text-300 break-all truncate font-normal group-hover\/tag:text-text-200\">MarketWise<\/span><\/span><\/a><\/span><span class=\"inline-flex\" data-state=\"closed\"><a class=\"group\/tag relative h-[18px] rounded-full inline-flex items-center overflow-hidden -translate-y-px cursor-pointer\" href=\"https:\/\/fortune.com\/2026\/04\/29\/microsoft-meta-google-ai-capex-spending-billions\/\" target=\"_blank\" rel=\"noopener\"><span class=\"relative transition-colors h-full max-w-[180px] overflow-hidden px-1.5 inline-flex items-center font-small rounded-full border-0.5 border-border-300 bg-bg-200 group-hover\/tag:bg-accent-900 group-hover\/tag:border-accent-100\/60\"><span class=\"text-nowrap text-text-300 break-all truncate font-normal group-hover\/tag:text-text-200\">Fortune<\/span><\/span><\/a><\/span><\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\">Las ratios de capex sobre ingresos han alcanzado niveles hist\u00f3ricamente elevados: Meta se encamina a un capex equivalente al 54% de sus ventas, Microsoft al 47% y Alphabet al 46% en 2026. La pregunta que todos los analistas se hacen es si los retornos podr\u00e1n escalar al mismo ritmo que los costos. <span class=\"inline-flex\" data-state=\"closed\"><a class=\"group\/tag relative h-[18px] rounded-full inline-flex items-center overflow-hidden -translate-y-px cursor-pointer\" href=\"https:\/\/www.fergusonwellman.com\/blog\/2026\/5\/8\/the-magnificent-capex-ai-infrastructure-spending-and-who-actually-benefits\" target=\"_blank\" rel=\"noopener\"><span class=\"relative transition-colors h-full max-w-[180px] overflow-hidden px-1.5 inline-flex items-center font-small rounded-full border-0.5 border-border-300 bg-bg-200 group-hover\/tag:bg-accent-900 group-hover\/tag:border-accent-100\/60\"><span class=\"text-nowrap text-text-300 break-all truncate font-normal group-hover\/tag:text-text-200\">Ferguson Wellman<\/span><\/span><\/a><\/span><\/p>\n<hr class=\"border-border-200 border-t-0.5 my-3 mx-1.5\" \/>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"><strong>Fuentes:<\/strong><\/p>\n<ul class=\"[li_&amp;]:mb-0 [li_&amp;]:mt-1 [li_&amp;]:gap-1 [&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3\">\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Fortune: <a class=\"underline underline underline-offset-2 decoration-1 decoration-current\/40 hover:decoration-current focus:decoration-current\" href=\"https:\/\/fortune.com\/2026\/04\/29\/microsoft-meta-google-ai-capex-spending-billions\/\">https:\/\/fortune.com\/2026\/04\/29\/microsoft-meta-google-ai-capex-spending-billions\/<\/a><\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Fortune (Meta): <a class=\"underline underline underline-offset-2 decoration-1 decoration-current\/40 hover:decoration-current focus:decoration-current\" href=\"https:\/\/fortune.com\/2026\/04\/29\/meta-zuckerberg-145-billion-ai-spending-roi\/\">https:\/\/fortune.com\/2026\/04\/29\/meta-zuckerberg-145-billion-ai-spending-roi\/<\/a><\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">CNBC (Microsoft): <a class=\"underline underline underline-offset-2 decoration-1 decoration-current\/40 hover:decoration-current focus:decoration-current\" href=\"https:\/\/www.cnbc.com\/2026\/04\/29\/microsoft-msft-q3-earnings-report-2026.html\">https:\/\/www.cnbc.com\/2026\/04\/29\/microsoft-msft-q3-earnings-report-2026.html<\/a><\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">CNBC (Meta): <a class=\"underline underline underline-offset-2 decoration-1 decoration-current\/40 hover:decoration-current focus:decoration-current\" href=\"https:\/\/www.cnbc.com\/2026\/04\/29\/meta-q1-earnings-report-2026.html\">https:\/\/www.cnbc.com\/2026\/04\/29\/meta-q1-earnings-report-2026.html<\/a><\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">CNBC (Alphabet\/Meta stocks): <a class=\"underline underline underline-offset-2 decoration-1 decoration-current\/40 hover:decoration-current focus:decoration-current\" href=\"https:\/\/www.cnbc.com\/2026\/04\/30\/alphabet-meta-stock-ai-capex-spend.html\">https:\/\/www.cnbc.com\/2026\/04\/30\/alphabet-meta-stock-ai-capex-spend.html<\/a><\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Tom&#8217;s Hardware: <a class=\"underline underline underline-offset-2 decoration-1 decoration-current\/40 hover:decoration-current focus:decoration-current\" href=\"https:\/\/www.tomshardware.com\/tech-industry\/big-tech\/big-techs-ai-spending-plans-reach-725-billion\">https:\/\/www.tomshardware.com\/tech-industry\/big-tech\/big-techs-ai-spending-plans-reach-725-billion<\/a><\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Ferguson Wellman: <a class=\"underline underline underline-offset-2 decoration-1 decoration-current\/40 hover:decoration-current focus:decoration-current\" href=\"https:\/\/www.fergusonwellman.com\/blog\/2026\/5\/8\/the-magnificent-capex-ai-infrastructure-spending-and-who-actually-benefits\">https:\/\/www.fergusonwellman.com\/blog\/2026\/5\/8\/the-magnificent-capex-ai-infrastructure-spending-and-who-actually-benefits<\/a><\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Statista: <a class=\"underline underline underline-offset-2 decoration-1 decoration-current\/40 hover:decoration-current focus:decoration-current\" href=\"https:\/\/www.statista.com\/chart\/35046\/capital-expenditure-of-meta-alphabet-amazon-and-microsoft\/\">https:\/\/www.statista.com\/chart\/35046\/capital-expenditure-of-meta-alphabet-amazon-and-microsoft\/<\/a><\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">The Next Web: <a class=\"underline underline underline-offset-2 decoration-1 decoration-current\/40 hover:decoration-current focus:decoration-current\" href=\"https:\/\/thenextweb.com\/news\/alphabet-amazon-meta-q1-2026-earnings-ai-cloud\">https:\/\/thenextweb.com\/news\/alphabet-amazon-meta-q1-2026-earnings-ai-cloud<\/a><\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">HeyGoTrade: <a class=\"underline underline underline-offset-2 decoration-1 decoration-current\/40 hover:decoration-current focus:decoration-current\" href=\"https:\/\/www.heygotrade.com\/en\/news\/big-tech-q1-2026-earnings-ai-capex-spree\/\">https:\/\/www.heygotrade.com\/en\/news\/big-tech-q1-2026-earnings-ai-capex-spree\/<\/a><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"flex justify-start\" role=\"group\" aria-label=\"Message actions\">\n<div class=\"text-text-300\">\n<div class=\"text-text-300 flex items-stretch justify-between\">\n<div class=\"w-fit\" data-state=\"closed\">\n<div class=\"relative text-text-500 group-hover\/btn:text-text-100\">\n<div class=\"transition-all opacity-100 scale-100\"><\/div>\n<div class=\"absolute top-0 left-0 transition-all opacity-0 scale-50\"><\/div>\n<\/div>\n<\/div>\n<div class=\"w-fit\" data-state=\"closed\">\n<div class=\"text-text-500 group-hover\/btn:text-text-100\"><\/div>\n<\/div>\n<div class=\"w-fit\" data-state=\"closed\">\n<div class=\"text-text-500 group-hover\/btn:text-text-100\"><\/div>\n<\/div>\n<div class=\"flex items-center\">\n<div class=\"w-fit\" data-state=\"closed\">\n<div class=\"text-text-500 group-hover\/btn:text-text-100\"><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"h-px w-full pointer-events-none\" aria-hidden=\"true\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Las cuatro grandes tecnol\u00f3gicas \u2014Alphabet, Microsoft, Meta y Amazon\u2014 confirmaron en sus resultados del primer trimestre de 2026 una escalada sin precedentes en sus inversiones en inteligencia artificial. Las cuatro compa\u00f1\u00edas esperan invertir hasta 725.000 millones de d\u00f3lares este a\u00f1o, la mayor parte destinada a infraestructura de IA: centros de datos, chips y equipamiento de [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":2045,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"amp_status":"","footnotes":""},"categories":[4],"tags":[448],"class_list":["post-2042","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business","tag-tech"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Google, Microsoft, Meta y Amazon: el gasto en inteligencia artificial alcanza niveles hist\u00f3ricos en 2026 - elfinancierodigital<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/elfinancierodigital.com\/inicio\/google-microsoft-meta-y-amazon-el-gasto-en-inteligencia-artificial-alcanza-niveles-historicos-en-2026\/\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Google, Microsoft, Meta y Amazon: el gasto en inteligencia artificial alcanza niveles hist\u00f3ricos en 2026 - elfinancierodigital\" \/>\n<meta property=\"og:description\" content=\"Las cuatro grandes tecnol\u00f3gicas \u2014Alphabet, Microsoft, Meta y Amazon\u2014 confirmaron en sus resultados del primer trimestre de 2026 una escalada sin precedentes en sus inversiones en inteligencia artificial. 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