美国四大科技巨头资本支出规模急剧攀升,2026年合计料达约6500亿美元

格隆汇
Feb 06

2月6日,据美国四大科技公司最新预测,2026年合计资本支出将达到约6500亿美元,这些科技巨头的合计资本支出规模料较前一年增长约60%,这意味着全球数据中心建设浪潮将再次提速,资金将投向新建数据中心,以及包括人工智能(AI)芯片、网络线缆、备用发电机在内的一长串设备。

具体来看,Meta预计2026年资本支出将最高达到1350亿美元,增幅约87%;微软2026第二财季资本支出同比增长66%;Alphabet周三公布了1850亿美元的资本支出计划;亚马逊在财报中预计2026年资本支出将高达2000亿美元。

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