{"id":330600,"date":"2026-04-30T12:00:18","date_gmt":"2026-04-30T10:00:18","guid":{"rendered":"https:\/\/legrandcontinent.eu\/fr\/?p=330600"},"modified":"2026-04-30T12:00:22","modified_gmt":"2026-04-30T10:00:22","slug":"dans-la-course-a-lia-quatre-geants-de-la-tech-depensent-par-mois-beaucoup-plus-que-lintegralite-des-sommes-du-projet-manhattan","status":"publish","type":"post","link":"https:\/\/legrandcontinent.eu\/fr\/2026\/04\/30\/dans-la-course-a-lia-quatre-geants-de-la-tech-depensent-par-mois-beaucoup-plus-que-lintegralite-des-sommes-du-projet-manhattan\/","title":{"rendered":"Dans la course \u00e0 l\u2019IA, quatre g\u00e9ants de la tech d\u00e9pensent par mois beaucoup plus que l\u2019int\u00e9gralit\u00e9 des sommes du projet Manhattan"},"content":{"rendered":"\n<p>Selon les r\u00e9sultats financiers publi\u00e9s hier, mercredi 29 avril, Amazon, Alphabet, Microsoft et Meta ont collectivement allou\u00e9 130,65 milliards de dollars de d\u00e9penses d&rsquo;investissement de capital (<em>capex<\/em>) pour le seul premier trimestre 2026, soit 71&#160;% de plus qu&rsquo;\u00e0 la m\u00eame p\u00e9riode un an plus t\u00f4t.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Sur l&rsquo;ensemble de l&rsquo;ann\u00e9e 2026, les projections de d\u00e9penses des quatre entreprises devraient avoisiner les 715 milliards de dollars, contre environ 375 en 2025.<\/li>\n\n\n\n<li>Amazon pr\u00e9voit 200 milliards de dollars de d\u00e9penses d&rsquo;investissement sur l&rsquo;ann\u00e9e&nbsp;<span class='whitespace-nowrap'><span id='easy-footnote-1-330600' class='easy-footnote-margin-adjust'><\/span><span class='easy-footnote'><a href='https:\/\/legrandcontinent.eu\/fr\/2026\/04\/30\/dans-la-course-a-lia-quatre-geants-de-la-tech-depensent-par-mois-beaucoup-plus-que-lintegralite-des-sommes-du-projet-manhattan\/#easy-footnote-bottom-1-330600' title='&lt;a href=&quot;https:\/\/ir.aboutamazon.com\/news-release\/news-release-details\/2026\/Amazon-com-Announces-First-Quarter-Results\/&quot;&gt;Amazon.com Announces First Quarter Results&lt;\/a&gt;, 29 avril 2026.'><sup>1<\/sup><\/a><\/span><\/span>, Alphabet (Google)&nbsp;<span class='whitespace-nowrap'><span id='easy-footnote-2-330600' class='easy-footnote-margin-adjust'><\/span><span class='easy-footnote'><a href='https:\/\/legrandcontinent.eu\/fr\/2026\/04\/30\/dans-la-course-a-lia-quatre-geants-de-la-tech-depensent-par-mois-beaucoup-plus-que-lintegralite-des-sommes-du-projet-manhattan\/#easy-footnote-bottom-2-330600' title='&lt;a href=&quot;https:\/\/s206.q4cdn.com\/479360582\/files\/doc_financials\/2026\/q1\/2026q1-alphabet-earnings-release.pdf&quot;&gt;Alphabet Announces First Quarter 2026 Results&lt;\/a&gt;, 29 avril 2026.'><sup>2<\/sup><\/a><\/span><\/span> et Microsoft 190 milliards&nbsp;<span class='whitespace-nowrap'><span id='easy-footnote-3-330600' class='easy-footnote-margin-adjust'><\/span><span class='easy-footnote'><a href='https:\/\/legrandcontinent.eu\/fr\/2026\/04\/30\/dans-la-course-a-lia-quatre-geants-de-la-tech-depensent-par-mois-beaucoup-plus-que-lintegralite-des-sommes-du-projet-manhattan\/#easy-footnote-bottom-3-330600' title='&lt;a href=&quot;https:\/\/www.microsoft.com\/en-us\/investor\/events\/fy-2026\/earnings-fy-2026-q3&quot;&gt;Microsoft Fiscal Year 2026 Third Quarter Earnings Conference Call&lt;\/a&gt;, 29 avril 2026.'><sup>3<\/sup><\/a><\/span><\/span>, et Meta 135 milliards&nbsp;<span class='whitespace-nowrap'><span id='easy-footnote-4-330600' class='easy-footnote-margin-adjust'><\/span><span class='easy-footnote'><a href='https:\/\/legrandcontinent.eu\/fr\/2026\/04\/30\/dans-la-course-a-lia-quatre-geants-de-la-tech-depensent-par-mois-beaucoup-plus-que-lintegralite-des-sommes-du-projet-manhattan\/#easy-footnote-bottom-4-330600' title='&lt;a href=&quot;https:\/\/investor.atmeta.com\/investor-news\/press-release-details\/2026\/Meta-Reports-First-Quarter-2026-Results\/default.aspx&quot;&gt;Meta Reports First Quarter 2026 Results&lt;\/a&gt;, 29 avril 2026.'><sup>4<\/sup><\/a><\/span><\/span>, une enveloppe revue \u00e0 la hausse \u00e0 deux reprises depuis le d\u00e9but de l&rsquo;ann\u00e9e.<\/li>\n\n\n\n<li>Le projet Manhattan, qui a permis le d\u00e9veloppement des premi\u00e8res armes nucl\u00e9aires entre 1942 et 1945, a co\u00fbt\u00e9 environ 30 milliards de dollars en dollars actuels, ajust\u00e9s de l\u2019inflation.<\/li>\n\n\n\n<li>Les quatre groupes d\u00e9pensent d\u00e9sormais plus que cette somme chaque mois&nbsp;<span class='whitespace-nowrap'><span id='easy-footnote-5-330600' class='easy-footnote-margin-adjust'><\/span><span class='easy-footnote'><a href='https:\/\/legrandcontinent.eu\/fr\/2026\/04\/30\/dans-la-course-a-lia-quatre-geants-de-la-tech-depensent-par-mois-beaucoup-plus-que-lintegralite-des-sommes-du-projet-manhattan\/#easy-footnote-bottom-5-330600' title='Karen Weise, \u00ab&amp;#160;&lt;a href=&quot;https:\/\/www.nytimes.com\/2026\/04\/29\/technology\/ai-spending-tech-data-centers.html&quot;&gt;Tech Giants Plow $130 Billion Into A.I. as Spending Hits New Records&lt;\/a&gt;&amp;#160;\u00bb, The New York Times, 29 avril 2026.'><sup>5<\/sup><\/a><\/span><\/span>.<\/li>\n<\/ul>\n\n\n\n<div class=\"iframe-container wp-block-image wp-block-image-medium  iframe-dw\">\n\t<div>\n\t\t<iframe class=\"absolute w-full h-full pin-t pin-l\" title=\"titolo\" aria-label=\"Interactive line chart\" src=\"\/\/datawrapper.dwcdn.net\/nEVt9\" scrolling=\"no\" frameborder=\"0\"><\/iframe>\n\t<\/div>\n<\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u00c0 titre de comparaison, sur l\u2019ensemble de l\u2019ann\u00e9e 2026, ces quatre entreprises devraient investir \u00e0 elles seules plus d&rsquo;un cinqui\u00e8me de l&rsquo;\u00e9conomie fran\u00e7aise, pr\u00e8s d\u2019une fois et demie le budget de l\u2019\u00c9tat, et autant que l&rsquo;ensemble de l\u2019investissement productif annuel de la France \u2014 entreprises, m\u00e9nages et administrations confondus.<\/li>\n<\/ul>\n\n\n\n<p>Les march\u00e9s financiers n\u2019ont pas sanctionn\u00e9 cette allocation historique de capitaux.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u00c0 l&rsquo;annonce de ses r\u00e9sultats, l&rsquo;action Meta a chut\u00e9 de plus de 6&#160;%, les investisseurs r\u00e9agissant au rel\u00e8vement de l&rsquo;enveloppe de d\u00e9penses 2026 \u00e0 une fourchette de 125 \u00e0 145 milliards de dollars.<\/li>\n\n\n\n<li>\u00c0 l&rsquo;inverse, Alphabet et Amazon ont vu leur cours progresser, port\u00e9s par la croissance de leurs activit\u00e9s Cloud, qui commence \u00e0 mat\u00e9rialiser une partie des investissements consentis dans l&rsquo;IA.<\/li>\n\n\n\n<li>Selon Morgan Stanley, le flux de tr\u00e9sorerie disponible d&rsquo;Amazon pourrait devenir n\u00e9gatif de pr\u00e8s de 17 milliards de dollars en 2026. Bank of America anticipe un d\u00e9ficit pouvant atteindre 28 milliards&nbsp;<span class='whitespace-nowrap'><span id='easy-footnote-6-330600' class='easy-footnote-margin-adjust'><\/span><span class='easy-footnote'><a href='https:\/\/legrandcontinent.eu\/fr\/2026\/04\/30\/dans-la-course-a-lia-quatre-geants-de-la-tech-depensent-par-mois-beaucoup-plus-que-lintegralite-des-sommes-du-projet-manhattan\/#easy-footnote-bottom-6-330600' title='Notes non publiques cit\u00e9es par Jennifer Elias, \u00ab&amp;#160;&lt;a href=&quot;https:\/\/www.cnbc.com\/2026\/02\/06\/google-microsoft-meta-amazon-ai-cash.html&quot;&gt;Tech AI spending approaches $700 billion in 2026, cash taking big hit&lt;\/a&gt;&amp;#160;\u00bb, &lt;em&gt;CNBC&lt;\/em&gt;, 6 f\u00e9vrier 2026.'><sup>6<\/sup><\/a><\/span><\/span>.<\/li>\n<\/ul>\n\n\n\n<p>Toutefois, cette acc\u00e9l\u00e9ration inqui\u00e8te une partie des analystes, alors que les retours sur investissement tardent \u00e0 se mat\u00e9rialiser.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Selon une \u00e9tude du MIT publi\u00e9e \u00e0 l&rsquo;\u00e9t\u00e9 2025, 95&#160;% des entreprises ayant d\u00e9ploy\u00e9 des outils d&rsquo;IA g\u00e9n\u00e9rative ne constataient \u00ab&#160;<a href=\"https:\/\/legrandcontinent.eu\/fr\/2025\/12\/28\/lia-en-2025-quatre-tendances\/\">aucun retour mesurable<\/a>&#160;\u00bb sur leurs investissements&nbsp;<span class='whitespace-nowrap'><span id='easy-footnote-7-330600' class='easy-footnote-margin-adjust'><\/span><span class='easy-footnote'><a href='https:\/\/legrandcontinent.eu\/fr\/2026\/04\/30\/dans-la-course-a-lia-quatre-geants-de-la-tech-depensent-par-mois-beaucoup-plus-que-lintegralite-des-sommes-du-projet-manhattan\/#easy-footnote-bottom-7-330600' title='Aditya Challapally &lt;em&gt;et al&lt;\/em&gt;. \u00ab&amp;#160;&lt;a href=&quot;https:\/\/www.globalization-partners.com\/blog\/ai-in-hr-2025-trends\/&quot;&gt;The GenAI Divide&amp;#160;: State of AI in Business 2025&lt;\/a&gt;&amp;#160;\u00bb, MIT NANDA Initiative, ao\u00fbt 2025.'><sup>7<\/sup><\/a><\/span><\/span>.<\/li>\n\n\n\n<li>Andy Wu, professeur \u00e0 la Harvard Business School, juge que \u00ab&#160;la plupart des entreprises d&rsquo;IA perdent des sommes consid\u00e9rables&#160;\u00bb, faute d&rsquo;un <a href=\"https:\/\/legrandcontinent.eu\/fr\/2025\/10\/24\/malgre-1-000-milliards-de-dollars-de-promesses-dinvestissements-openai-peine-a-trouver-un-modele-economique\/\">mod\u00e8le \u00e9conomique<\/a> viable \u00e0 court terme&nbsp;<span class='whitespace-nowrap'><span id='easy-footnote-8-330600' class='easy-footnote-margin-adjust'><\/span><span class='easy-footnote'><a href='https:\/\/legrandcontinent.eu\/fr\/2026\/04\/30\/dans-la-course-a-lia-quatre-geants-de-la-tech-depensent-par-mois-beaucoup-plus-que-lintegralite-des-sommes-du-projet-manhattan\/#easy-footnote-bottom-8-330600' title='Esther Ajao, \u00ab&amp;#160;&lt;a href=&quot;https:\/\/aibusiness.com\/data-centers\/debate-rages-ai-bubble-boom&quot;&gt;Debate Rages Over AI Bubble vs. Boom&lt;\/a&gt;&amp;#160;\u00bb, &lt;em&gt;AI Business&lt;\/em&gt;, 27 janvier 2026.'><sup>8<\/sup><\/a><\/span><\/span>.<\/li>\n\n\n\n<li>L&rsquo;informaticien <a href=\"https:\/\/legrandcontinent.eu\/fr\/p\/gary-marcus\/\">Gary Marcus<\/a>, l&rsquo;un des critiques les plus \u00e9cout\u00e9s du secteur, a qualifi\u00e9 la trajectoire actuelle de \u00ab&#160;pure folie&#160;\u00bb, estimant qu&rsquo;\u00ab&#160;aucun des quatre [g\u00e9ants] ne r\u00e9alise de b\u00e9n\u00e9fices significatifs sur l&rsquo;IA&#160;\u00bb et qu\u2019il s\u2019agirait de \u00ab&#160;la plus grande erreur d\u2019allocation de capitaux de l&rsquo;histoire&#160;\u00bb.<\/li>\n<\/ul>\n\n\n\n<p>Les d\u00e9penses massives engag\u00e9es pour cette ann\u00e9e portent essentiellement sur trois postes&#160;: l&rsquo;achat de processeurs sp\u00e9cialis\u00e9s, principalement aupr\u00e8s de Nvidia, la <a href=\"https:\/\/legrandcontinent.eu\/fr\/2026\/04\/23\/aux-etats-unis-les-mega-centres-de-donnees-pourraient-polluer-davantage-que-certains-pays\/\">construction de centres de donn\u00e9es<\/a> aux \u00c9tats-Unis, et les \u00e9quipements \u00e9lectriques n\u00e9cessaires \u00e0 leur fonctionnement.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Une partie de ces investissements anticipe une demande qui n&rsquo;est pas encore observ\u00e9e&#160;: les hyperscalers d\u00e9crivent un march\u00e9 \u00ab&#160;contraint par l&rsquo;offre&#160;\u00bb plut\u00f4t que par la demande.<\/li>\n\n\n\n<li>Le d\u00e9calage entre les capacit\u00e9s d\u00e9ploy\u00e9es et les revenus tir\u00e9s de l&rsquo;IA reste consid\u00e9rable&#160;: sur environ 400 milliards de dollars investis en 2025 dans les infrastructures, le march\u00e9 de l&rsquo;IA en entreprise n&rsquo;a g\u00e9n\u00e9r\u00e9 qu&rsquo;autour de 100 milliards de dollars de chiffre d&rsquo;affaires.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Au premier trimestre 2026, Amazon, Alphabet, Microsoft et Meta ont d\u00e9pens\u00e9 \u00e0 eux quatre 130,65 milliards de dollars en d\u00e9penses d&rsquo;investissement, principalement consacr\u00e9es aux centres de donn\u00e9es qui alimentent leurs services d&rsquo;intelligence artificielle.<\/p>\n<p>En 2026, leurs d\u00e9penses cumul\u00e9es devraient d\u00e9passer 20&#160;% du PIB fran\u00e7ais.<\/p>\n","protected":false},"author":2622,"featured_media":330599,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"templates\/post-briefings.php","format":"standard","meta":{"_acf_changed":false,"_trash_the_other_posts":false,"_yoast_wpseo_estimated-reading-time-minutes":4,"footnotes":""},"categories":[1729],"tags":[],"staff":[],"editorial_format":[4942],"serie":[],"audience":[],"geo":[525],"class_list":["post-330600","post","type-post","status-publish","format-standard","hentry","category-numerique","editorial_format-actu-breves","geo-ameriques"],"acf":{"open_in_webview":false,"accent":"default","_thumbnail_id":330599,"excerpt":"Au premier trimestre 2026, Amazon, Alphabet, Microsoft et Meta ont d\u00e9pens\u00e9 \u00e0 eux quatre 130,65 milliards de dollars en d\u00e9penses d'investissement, principalement consacr\u00e9es aux centres de donn\u00e9es qui alimentent leurs services d'intelligence artificielle.\r\n\r\nEn 2026, leurs d\u00e9penses cumul\u00e9es devraient d\u00e9passer 20 % du PIB fran\u00e7ais.","display_date":"","new_abstract":true},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.1.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Course \u00e0 l\u2019IA : quatre g\u00e9ants de la tech d\u00e9pensent plus que le projet Manhattan<\/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:\/\/legrandcontinent.eu\/fr\/2026\/04\/30\/dans-la-course-a-lia-quatre-geants-de-la-tech-depensent-par-mois-beaucoup-plus-que-lintegralite-des-sommes-du-projet-manhattan\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Course \u00e0 l\u2019IA : quatre g\u00e9ants de la tech d\u00e9pensent plus que le projet Manhattan\" \/>\n<meta property=\"og:description\" content=\"Au premier trimestre 2026, Amazon, Alphabet, Microsoft et Meta ont d\u00e9pens\u00e9 \u00e0 eux quatre 130,65 milliards de dollars en d\u00e9penses d&#039;investissement, principalement consacr\u00e9es aux centres de donn\u00e9es qui alimentent leurs services d&#039;intelligence artificielle.  En 2026, leurs d\u00e9penses cumul\u00e9es devraient d\u00e9passer 20&#160;% du PIB fran\u00e7ais.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/legrandcontinent.eu\/fr\/2026\/04\/30\/dans-la-course-a-lia-quatre-geants-de-la-tech-depensent-par-mois-beaucoup-plus-que-lintegralite-des-sommes-du-projet-manhattan\/\" \/>\n<meta property=\"og:site_name\" content=\"Le Grand Continent\" \/>\n<meta property=\"article:published_time\" content=\"2026-04-30T10:00:18+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-04-30T10:00:22+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/legrandcontinent.eu\/fr\/wp-content\/uploads\/sites\/2\/2026\/04\/gc-share-hypescalers-capex-IA.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1886\" \/>\n\t<meta property=\"og:image:height\" content=\"1056\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Marin Saillofest\" \/>\n<meta name=\"twitter:card\" 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