Four major tech giants, Microsoft (MSFT), Alphabet (GOOG), Meta (META) and Amazon (AMZ), are on track to meet their massive artificial intelligence (AI) spending targets this year. The companies, which have a combined market cap of approximately $12 trillion, are expected to spend roughly $650 billion together on AI infrastructure in 2026. This investment has implications for the digital asset sector, particularly for bitcoin miners, who are shifting their focus towards hosting computers for AI as part of their revenue diversification strategy. Microsoft reported Q3 2026 revenue of $82.9 billion, beating the $81.4 billion consensus, with EPS of $4.27 against the $2.06 estimate. Meanwhile, Amazon reported Q1 2026 revenues of $181.5 billion and $177.2 billion, with AWS revenue coming in at $37.6 billion.