· Bhanu Pratap
· AI & Machine Learning
The $650B AI Supercycle: Big Tech Goes All-In on Capex, Institutional Money Follows, and Agentic Payments Go Live
Microsoft, Alphabet, Meta, and Amazon collectively committed over $650B in 2026 AI capex — and finance is where they plan to collect. Here's what last night's earnings mean for AI in financial services, plus SimCorp's agentic investment platform, $285M in new AI-fintech VC, and Mastercard's live agentic payment tokens.