While Microsoft has backed off some leases recently with its data center buildout, both Amazon (NASDAQ: AMZN) and Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) look prepared to go full steam ahead. Microsoft still plans to spend around $80 billion on infrastructure capital expenditures (capex) for artificial intelligence (AI) this fiscal year, but its fiscal year ends in June, only a couple of months from now. For its part, OpenAI is looking to build out its own capacity; it’s part of Project Stargate, which plans to spend $500 billion on AI data centers over the next few years.