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2026-09-16 21:02:11
[US Big Four Tech Companies Account for Over Half of Capital Expenditure] ⑴ A report released by a think tank on Wednesday showed that Amazon, Alphabet, Meta, and Microsoft accounted for more than half of total US capital expenditure last year. ⑵ The four companies' combined capital expenditure last year was approximately $269 billion, with Amazon ranking first. Total US capital expenditure during the same period was approximately $520 billion. ⑶ The high concentration of capital expenditure by tech giants reflects that investment in artificial intelligence and cloud computing-related infrastructure remains their main focus. ⑷ It is necessary to pay attention to whether such investments can be translated into actual output and profits, and their impact on demand and investment sentiment in related industrial chains.
