Sou Hu Cai Jing·2026-02-09 02:51Group 1 - The global top four Cloud Service Providers (CSPs) will invest an additional $660 billion in AI infrastructure this year, an increase of nearly $200 billion compared to last year [1][3] - Despite concerns about an "AI bubble," major companies continue to increase their investments, with Samsung Electronics and SK Hynix expected to be significant beneficiaries [1] - Amazon's latest financial report indicates an AI investment budget of $20 billion this year, a substantial increase from the previously forecasted $14.46 billion, representing a 60% year-over-year growth [3] - Meta plans to invest up to $13.5 billion in AI devices this year, a 74% increase compared to last year [3] - Google and Microsoft have announced investment plans of $18.5 billion and $14 billion respectively, both showing significant year-over-year growth [3] - The total investment scale of the four major CSPs this year is $66 billion, a 65% increase from last year's $40 billion [3] - The accelerated investments by CSPs are expected to catalyze the performance of storage manufacturers [3]