云资本支出前瞻_关键支出保障持续增长-Cloud Capex Preview_ mission-critical spend to ensure durable growth
2026-01-29 10:59
Accessible version US Semiconductors Cloud Capex Preview: mission-critical spend to ensure durable growth Industry Overview AI capex CY26/27 outlook now up +36%/+15% YoY Data center remains a key stronghold into Q4 semis earnings, with four major US hyperscalers (Google, Microsoft, Meta, Amazon) set to report in the coming weeks. Ahead of earnings, our tracker indicates Q4 global hyperscale capex at $141bn, up +9% QoQ or +59% YoY. For CY26/CY27, capex points to $641bn/$739bn or up +36%/+15% YoY now, up from ...