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.
又一個(gè)科技財(cái)報(bào)季，又一次令人目眩的人工智能資本開支熱潮加速上行。大型科技公司在數(shù)據(jù)中心上的支出擴(kuò)張全年來(lái)勢(shì)兇猛，而本周更添變數(shù)：Meta和微軟(Microsoft)都預(yù)計(jì)其2026年的支出增幅將超過(guò)2025年，與此同時(shí)，Alphabet再次上調(diào)了其今年其余時(shí)間的資本開支。
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