TODAY'S MARKET INTELLIGENCE
[AI Research · Global AI Capex Panorama · AI Capex Real-time Tracking]
English summary
2026 global AI capex approximately $1.01 trillion, all four tiers revising up, no signal of decline - the foundation for understanding everything. Four major cloud vendors 2026 capex ≈ $740 billion (+77%), 2027E ≈ $820 billion+; red line not triggered.
The English text is machine translated and may require verification against the Chinese version.
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