大型科技公司刚刚证明人工智能基础设施支出是有效的。然后它还是提高了账单
Big Tech just proved AI infrastructure spending works. Then it raised the bill anyway
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每次云拍，每次资本支出预测上涨。这是2026年最大盈利日的两句话摘要，它告诉你几乎所有你需要知道的关于大型科技公司的人工智能基础设施支出目前实际情况的信息。微软、Alphabet、Meta和亚马逊共同致力于
Every cloud beat. Every capex forecast rose. That is the two-sentence summary of the biggest earnings day of 2026, and it tells you almost everything you need to know about where Big Tech’s AI infrastructure spending actually stands right now. Microsoft, Alphabet, Meta, and Amazon collectively committed somewhere betwe
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