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.
又一個科技財報季，又一次令人目眩的人工智能資本開支熱潮加速上行。大型科技公司在數據中心上的支出擴張全年來勢兇猛，而本周更添變數：Meta和微軟(Microsoft)都預計其2026年的支出增幅將超過2025年，與此同時，Alphabet再次上調了其今年其余時間的資本開支。
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