Another tech earnings season, another dizzying escalation of the artificial intelligence capital spending boom. The headlong growth in Big Tech’s data centre spending plans has been notable all year, but this week brought an extra twist. Meta and Microsoft both now predict their 2026 spending increases will be even bigger than 2025, while Alphabet jacked up its capex again for the rest of this year.
又一个科技财报季，又一次令人目眩的人工智能资本开支热潮加速上行。大型科技公司在数据中心上的支出扩张全年来势凶猛，而本周更添变数：Meta和微软(Microsoft)都预计其2026年的支出增幅将超过2025年，与此同时，Alphabet再次上调了其今年其余时间的资本开支。
您已阅读9%（538字），剩余91%（5440字）包含更多重要信息，订阅以继续探索完整内容，并享受更多专属服务。