全球云资本开支追踪：有望连续实现 60% 以上增长-US Technology-Global Cloud Capex Tracker Another Year Of 60%+ Growth
2026-02-10 03:24
February 9, 2026 05:01 AM GMT US Technology | North America M Idea Global Cloud Capex Tracker: Another Year Of 60%+ Growth Cloud capex continues to surprise to the upside, with 2026 aggregate spending now $735B, the 3rd consecutive year of 60% + growth. As demand for compute continues to outstrip supply, we expect strong cloud capex announcements to persist, a positive for suppliers with elevated exposure to cloud capex. Key Takeaways 2026 cloud capex is now tracking to ~$735B, or ~60% Y/Y growth, 22 points ...