These 2 Industrial Stocks Will Benefit From the Trillion-Dollar AI Spending Boom

Published July 17, 2026 · Category: Finance

Overview

The artificial intelligence (AI) spending boom is no longer benefiting just chipmakers or software players. CNBC estimates that Amazon, Microsoft, Alphabet, and Meta Platforms could have nearly $700 billion combined in capital expenditures for 2026, more than 60% above 2025 levels, to expand their AI infrastructure.

Image source: Getty Images.

According to Goldman Sachs and Morgan Stanley analysts, AI-related capital spending by U.S. hyperscalers could reach roughly $800 billion in 2026. Morgan Stanley expects it to rise to $1.12 trillion in 2027. A significant portion of that money will be allocated to cooling systems, electrical equipment, and new power plants required for AI facilities.

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Originally published at www.fool.com.

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