{"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;&#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":[4850],"serie":[],"audience":[],"geo":[525],"class_list":["post-330600","post","type-post","status-publish","format-standard","hentry","category-numerique","editorial_format-briefings","geo-ameriques"],"acf":{"open_in_webview":false,"accent":"default"},"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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