The Big Four lifted their 2026 capex guides in unison... $725 billion combined for the Big Four in 2026, up 77% from $410B in 2025 — the largest single-year concentrated infrastructure cycle in the history of technology.
四大科技巨头2026年资本支出预计达到7250亿美元，同比增长77%，创造了科技史上最大规模的单年基础设施投资周期。