北美四大云厂AI投资冲刺6000亿美元新高，鸿海、广达等台系代工厂迎订单潮

Group 1 - The core viewpoint of the article highlights that major North American cloud service providers (CSPs) such as Google, Meta, Microsoft, and Amazon AWS are significantly increasing their investments in AI infrastructure, with total investments expected to reach a historical high of $600 billion this year [1] - The expansion of AI infrastructure investments is expected to create substantial opportunities for companies involved in AI server manufacturing, including Hon Hai, Quanta, Wistron, Wiwynn, and Inventec, as they ramp up production capacity in the U.S. to meet demand [1] - The capital expenditures related to AI not only include the procurement of AI chips but also drive the assembly of AI servers and the expansion of key component manufacturers, indicating that AI will be a major growth driver for the tech industry this year [1] Group 2 - Quanta is expanding its investment in the U.S. market, with capital expenditures projected to exceed last year's $20 billion, and has successfully secured orders from major players like Google, Microsoft, and Meta for AI servers [1] - Wistron is actively entering the market for various CSPs and server brands, with plans to develop AI servers based on NVIDIA's new Vera Rubin architecture across different server specifications [1]